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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
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 $5.35B AUM 63.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Amalgamated Bank's BTSG Position: Q1 2026 in Review

Amalgamated Bank increased its BrightSpring Health Services (BTSG) stake by 13% in Q1 2026, buying an estimated $176K and bringing the position to 37,309 shares worth $1.59M. The position accounts for 0.01% of the portfolio, ranked #897.

Amalgamated Bank first reported a position in BTSG in Q1 2024 and has held it in 9 quarters since. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

  • Amalgamated Bank held 37,309 shares of BrightSpring Health Services worth $1.59M as of Q1 2026.
  • Amalgamated Bank bought 4,359 BrightSpring Health Services shares in Q1 2026, an estimated $176K.
  • BrightSpring Health Services made up 0.01% of Amalgamated Bank's portfolio in Q1 2026, its #897 holding.
  • Amalgamated Bank first reported a position in BrightSpring Health Services in Q1 2024 and has held it in 9 quarters since.
  • 335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

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