AB
CAI

Amalgamated Bank’s Caris Life Sciences CAI Stock Holding History

Amalgamated Bank’s Portfolio CAI Stock Details CAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,471
Closed -$40K – 2952
2025
Q4 		$40K Buy
1,471
+8
+0.5% +$225 ﹤0.01% 1889
2025
Q3 		$44K Buy
+1,463
New +$46.7K ﹤0.01% 1882

Other funds holding CAI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JHWEPV
J. H. Whitney Equity Partners VI New Canaan, Connecticut $326M AUM
SSP
Sixth Street Partners Dallas, Texas $711M AUM 9.3% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Amalgamated Bank's CAI Position: Q1 2026 in Review

Amalgamated Bank sold out of Caris Life Sciences (CAI) in Q1 2026, closing a stake of 1,471 shares — an estimated $40K sold.

Amalgamated Bank first reported a position in CAI in Q3 2025 and held it in 2 quarters. The position peaked at $44K in Q3 2025. 202 funds tracked by Wall St. Rank hold CAI as of Q1 2026.

  • Amalgamated Bank reported no remaining Caris Life Sciences position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 1,471 Caris Life Sciences shares in Q1 2026, an estimated $40K.
  • Amalgamated Bank first reported a position in Caris Life Sciences in Q3 2025 and held it in 2 quarters.
  • Amalgamated Bank's Caris Life Sciences position peaked at $44K in Q3 2025.
  • 202 funds tracked by Wall St. Rank held Caris Life Sciences as of Q1 2026.

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