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Amalgamated Bank’s Agilon Health AGL Stock Holding History

Amalgamated Bank’s Portfolio AGL Stock Details AGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-388
Closed -$7K – 1648
2025
Q4 		$7K Sell
388
-29
-7% -$562 ﹤0.01% 2556
2025
Q3 		$11K Hold
417
– – ﹤0.01% 2407
2025
Q2 		$24K Hold
417
– – ﹤0.01% 2038
2025
Q1 		$45K Buy
417
+2
+0.5% +$174 ﹤0.01% 1814
2024
Q4 		$20K Hold
415
– – ﹤0.01% 2108
2024
Q3 		$41K Hold
415
– – ﹤0.01% 1899
2024
Q2 		$68K Sell
415
-357
-46% -$50.9K ﹤0.01% 1794
2024
Q1 		$118K Sell
772
-1,492
-66% -$248K ﹤0.01% 1696
2023
Q4 		$710K Sell
2,264
-306
-12% -$111K 0.01% 1295
2023
Q3 		$1.14M Buy
2,570
+396
+18% +$179K 0.01% 1066
2023
Q2 		$943K Buy
2,174
+611
+39% +$343K 0.01% 1148
2023
Q1 		$928K Sell
1,563
-150
-9% -$84K 0.01% 1144
2022
Q4 		$691K Buy
1,713
+19
+1% +$8.91K 0.01% 1308
2022
Q3 		$992K Buy
1,694
+42
+3% +$25.1K 0.01% 1110
2022
Q2 		$901K Buy
1,652
+124
+8% +$62.7K 0.01% 1186
2022
Q1 		$968K Buy
1,528
+134
+10% +$69.1K 0.01% 1214
2021
Q4 		$941K Buy
1,394
+910
+188% +$554K 0.01% 1267
2021
Q3 		$317K Buy
484
+99
+26% +$84.6K ﹤0.01% 1823
2021
Q2 		$391K Buy
+385
New +$337K ﹤0.01% 1769

Other funds holding AGL

CDR
Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NPCM
North Peak Capital Management New York $900M AUM 193.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Amalgamated Bank's AGL Position: Q1 2026 in Review

Amalgamated Bank sold out of Agilon Health (AGL) in Q1 2026, closing a stake of 388 shares — an estimated $7K sold.

Amalgamated Bank first reported a position in AGL in Q2 2021 and held it in 19 quarters. The position peaked at $1.14M in Q3 2023. 97 funds tracked by Wall St. Rank hold AGL as of Q1 2026.

  • Amalgamated Bank reported no remaining Agilon Health position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 388 Agilon Health shares in Q1 2026, an estimated $7K.
  • Amalgamated Bank first reported a position in Agilon Health in Q2 2021 and held it in 19 quarters.
  • Amalgamated Bank's Agilon Health position peaked at $1.14M in Q3 2023.
  • 97 funds tracked by Wall St. Rank held Agilon Health as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.