Amalgamated Bank’s American States Water AWR Stock Holding History

Amalgamated Bank’s Portfolio AWR Stock Details AWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$843K	Sell	11,144 -51	-0.5%	-$3.76K	0.01%	1137
2025 Q4	$811K	Buy	11,195 +51	+0.5%	+$3.75K	0.01%	1153
2025 Q3	$817K	Buy	11,144 +200	+2%	+$14.9K	0.01%	1135
2025 Q2	$839K	Buy	10,944 +181	+2%	+$14.2K	0.01%	1106
2025 Q1	$847K	Sell	10,763 -298	-3%	-$22.5K	0.01%	1084
2024 Q4	$860K	Buy	11,061 +19	+0.2%	+$1.58K	0.01%	1106
2024 Q3	$920K	Sell	11,042 -328	-3%	-$26.5K	0.01%	1081
2024 Q2	$825K	Sell	11,370 -138	-1%	-$9.96K	0.01%	1101
2024 Q1	$831K	Sell	11,508 -4,473	-28%	-$333K	0.01%	1122
2023 Q4	$1.28M	Sell	15,981 -504	-3%	-$40.3K	0.01%	1067
2023 Q3	$1.3M	Sell	16,485 -387	-2%	-$33K	0.01%	1027
2023 Q2	$1.47M	Buy	16,872 +570	+3%	+$51K	0.01%	992
2023 Q1	$1.45M	Sell	16,302 -1,099	-6%	-$100K	0.01%	980
2022 Q4	$1.61M	Sell	17,401 -53	-0.3%	-$4.83K	0.01%	978
2022 Q3	$1.36M	Buy	17,454 +278	+2%	+$23.6K	0.01%	985
2022 Q2	$1.4M	Sell	17,176 -79	-0.5%	-$6.35K	0.01%	1004
2022 Q1	$1.54M	Sell	17,255 -937	-5%	-$83.5K	0.01%	1031
2021 Q4	$1.88M	Sell	18,192 -416	-2%	-$39.2K	0.01%	971
2021 Q3	$1.59M	Sell	18,608 -363	-2%	-$31.9K	0.01%	1034
2021 Q2	$1.51M	Buy	18,971 +13,397	+240%	+$1.07M	0.01%	1088
2021 Q1	$422K	Sell	5,574 -514	-8%	-$39.6K	0.02%	1074
2020 Q4	$484K	Buy	6,088 +58	+1%	+$4.44K	0.02%	987
2020 Q3	$452K	Sell	6,030 -192	-3%	-$14.7K	0.02%	897
2020 Q2	$489K	Sell	6,222 -648	-9%	-$51.6K	0.02%	849
2020 Q1	$562K	Sell	6,870 -233	-3%	-$20K	0.01%	845
2019 Q4	$615K	Buy	7,103 +306	+5%	+$27.1K	0.01%	1013
2019 Q3	$611K	Sell	6,797 -114	-2%	-$9.57K	0.01%	953
2019 Q2	$520K	Buy	6,911 +1,176	+21%	+$84.7K	0.01%	1049
2019 Q1	$409K	Buy	5,735 +175	+3%	+$12K	0.01%	1095
2018 Q4	$373K	Buy	5,560 +2,145	+63%	+$138K	0.01%	1065
2018 Q3	$209K	Sell	3,415 -2,369	-41%	-$142K	0.01%	1307
2018 Q2	$331K	Buy	5,784 +575	+11%	+$31.9K	0.01%	1259
2018 Q1	$276K	Sell	5,209 -73	-1%	-$3.95K	0.01%	1257
2017 Q4	$306K	Buy	5,282 +313	+6%	+$17.1K	0.01%	1255
2017 Q3	$245K	Sell	4,969 -53	-1%	-$2.62K	0.01%	1333
2017 Q2	$238K	Buy	5,022 +152	+3%	+$6.99K	0.01%	1329
2017 Q1	$216K	Sell	4,870 -6	-0.1%	-$262	0.01%	1338
2016 Q4	$222K	Buy	+4,876	New	+$203K	0.01%	1331

Other funds holding AWR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Amalgamated Bank's AWR Position: Q1 2026 in Review

Amalgamated Bank reduced its American States Water (AWR) stake by 0.46% in Q1 2026, selling an estimated $3.76K and leaving 11,144 shares worth $843K. The position accounts for 0.01% of the portfolio, ranked #1137.

Amalgamated Bank first reported a position in AWR in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.88M in Q4 2021. 375 funds tracked by Wall St. Rank hold AWR as of Q1 2026.

Amalgamated Bank held 11,144 shares of American States Water worth $843K as of Q1 2026.
Amalgamated Bank sold 51 American States Water shares in Q1 2026, an estimated $3.76K.
American States Water made up 0.01% of Amalgamated Bank's portfolio in Q1 2026, its #1137 holding.
Amalgamated Bank first reported a position in American States Water in Q4 2016 and has held it in 38 quarters since.
Amalgamated Bank's American States Water position peaked at $1.88M in Q4 2021.
375 funds tracked by Wall St. Rank held American States Water as of Q1 2026.

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