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Amalgamated Bank’s BrightSpring Health Services BTSG Stock Holding History

Amalgamated Bank’s Portfolio BTSG Stock Details BTSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.97M Buy
42,614
+5,305
+14% +$295K 0.02% 656
2026
Q1 		$1.59M Buy
37,309
+4,359
+13% +$176K 0.01% 897
2025
Q4 		$1.23M Buy
32,950
+29,909
+984% +$1M 0.01% 992
2025
Q3 		$90K Buy
3,041
+1,172
+63% +$27.2K ﹤0.01% 1718
2025
Q2 		$44K Hold
1,869
– – ﹤0.01% 1856
2025
Q1 		$34K Buy
1,869
+6
+0.3% +$118 ﹤0.01% 1899
2024
Q4 		$32K Hold
1,863
– – ﹤0.01% 1967
2024
Q3 		$27K Hold
1,863
– – ﹤0.01% 2028
2024
Q2 		$21K Sell
1,863
-603
-24% -$6.58K ﹤0.01% 2108
2024
Q1 		$27K Buy
+2,466
New +$24.7K ﹤0.01% 2030

Other funds holding BTSG

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amalgamated Bank's BTSG Position: Q2 2026 in Review

Amalgamated Bank increased its BrightSpring Health Services (BTSG) stake by 14% in Q2 2026, buying an estimated $295K and bringing the position to 42,614 shares worth $2.97M. The position accounts for 0.02% of the portfolio, ranked #656.

Amalgamated Bank first reported a position in BTSG in Q1 2024 and has held it in 10 quarters since. 423 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Amalgamated Bank held 42,614 shares of BrightSpring Health Services worth $2.97M as of Q2 2026.
  • Amalgamated Bank bought 5,305 BrightSpring Health Services shares in Q2 2026, an estimated $295K.
  • BrightSpring Health Services made up 0.02% of Amalgamated Bank's portfolio in Q2 2026, its #656 holding.
  • Amalgamated Bank first reported a position in BrightSpring Health Services in Q1 2024 and has held it in 10 quarters since.
  • 423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.