Amalgamated Bank’s BV Financial BVFL Stock Holding History

Amalgamated Bank’s Portfolio BVFL Stock Details BVFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-255	Closed	-$5K	–	1808
2025 Q4	$5K	Sell	255 -41	-14%	-$706	﹤0.01%	2695
2025 Q3	$5K	Hold	296	–	–	﹤0.01%	2741
2025 Q2	$5K	Buy	+296	New	+$4.45K	﹤0.01%	2719

Other funds holding BVFL

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Amalgamated Bank's BVFL Position: Q1 2026 in Review

Amalgamated Bank sold out of BV Financial (BVFL) in Q1 2026, closing a stake of 255 shares — an estimated $5K sold.

Amalgamated Bank first reported a position in BVFL in Q2 2025 and held it in 3 quarters. The position peaked at $5K in Q4 2025. 68 funds tracked by Wall St. Rank hold BVFL as of Q1 2026.

Amalgamated Bank reported no remaining BV Financial position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 255 BV Financial shares in Q1 2026, an estimated $5K.
Amalgamated Bank first reported a position in BV Financial in Q2 2025 and held it in 3 quarters.
Amalgamated Bank's BV Financial position peaked at $5K in Q4 2025.
68 funds tracked by Wall St. Rank held BV Financial as of Q1 2026.

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