Amalgamated Bank’s Carlsmed CARL Stock Holding History

Amalgamated Bank’s Portfolio CARL Stock Details CARL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-213	Closed	-$3K	–	2961
2025 Q4	$3K	Sell	213 -7	-3%	-$93	﹤0.01%	2888
2025 Q3	$3K	Buy	+220	New	+$3.01K	﹤0.01%	2918

Other funds holding CARL

OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

PHP

Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

KCM Capital Shawnee, Kansas $622M AUM

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

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Amalgamated Bank's CARL Position: Q1 2026 in Review

Amalgamated Bank sold out of Carlsmed (CARL) in Q1 2026, closing a stake of 213 shares — an estimated $3K sold.

Amalgamated Bank first reported a position in CARL in Q3 2025 and held it in 2 quarters. The position peaked at $3K in Q4 2025. 66 funds tracked by Wall St. Rank hold CARL as of Q1 2026.

Amalgamated Bank reported no remaining Carlsmed position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 213 Carlsmed shares in Q1 2026, an estimated $3K.
Amalgamated Bank first reported a position in Carlsmed in Q3 2025 and held it in 2 quarters.
Amalgamated Bank's Carlsmed position peaked at $3K in Q4 2025.
66 funds tracked by Wall St. Rank held Carlsmed as of Q1 2026.

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