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 Q3	$4.13M	Buy	72,730 +30,116	+71%	+$1.9M	0.03%	499
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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Renaissance Capital Stamford, Connecticut $145M AUM 53.16% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

Wealthstar Advisors Plano, Texas $354M AUM 38.71% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

Amalgamated Bank's BTSG Position: Q3 2026 in Review

Amalgamated Bank increased its BrightSpring Health Services (BTSG) stake by 71% in Q3 2026, buying an estimated $1.9M and bringing the position to 72,730 shares worth $4.13M. The position accounts for 0.03% of the portfolio, ranked #499.

Amalgamated Bank first reported a position in BTSG in Q1 2024 and has held it in 11 quarters since. 76 funds tracked by Wall St. Rank hold BTSG as of Q3 2026.

Amalgamated Bank held 72,730 shares of BrightSpring Health Services worth $4.13M as of Q3 2026.
Amalgamated Bank bought 30,116 BrightSpring Health Services shares in Q3 2026, an estimated $1.9M.
BrightSpring Health Services made up 0.03% of Amalgamated Bank's portfolio in Q3 2026, its #499 holding.
Amalgamated Bank first reported a position in BrightSpring Health Services in Q1 2024 and has held it in 11 quarters since.
76 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q3 2026.

Based on Amalgamated Bank's 13F filing for Q3 2026, filed 23 Oct 2026.