Amalgamated Bank’s CAVA Group CAVA Stock Holding History

Amalgamated Bank’s Portfolio CAVA Stock Details CAVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.71M	Sell	47,232 -569	-1%	-$47.7K	0.03%	560
2026 Q1	$3.87M	Buy	47,801 +66	+0.1%	+$4.81K	0.03%	516
2025 Q4	$2.8M	Sell	47,735 -837	-2%	-$46.7K	0.02%	662
2025 Q3	$2.93M	Buy	48,572 +7,800	+19%	+$591K	0.02%	652
2025 Q2	$3.43M	Buy	40,772 +1,918	+5%	+$164K	0.03%	558
2025 Q1	$3.36M	Buy	38,854 +33,818	+672%	+$3.67M	0.03%	547
2024 Q4	$568K	Hold	5,036	–	–	﹤0.01%	1256
2024 Q3	$624K	Sell	5,036 -62	-1%	-$6.3K	0.01%	1217
2024 Q2	$473K	Buy	5,098 +2,210	+77%	+$171K	﹤0.01%	1314
2024 Q1	$202K	Sell	2,888 -248	-8%	-$13.3K	﹤0.01%	1601
2023 Q4	$135K	Sell	3,136 -224	-7%	-$7.81K	﹤0.01%	1908
2023 Q3	$103K	Buy	+3,360	New	+$147K	﹤0.01%	1987

Other funds holding CAVA

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PCM

Prime Capital Management Hong Kong $1.25B AUM 112.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Amalgamated Bank's CAVA Position: Q2 2026 in Review

Amalgamated Bank reduced its CAVA Group (CAVA) stake by 1.2% in Q2 2026, selling an estimated $47.7K and leaving 47,232 shares worth $3.71M. The position accounts for 0.03% of the portfolio, ranked #560.

Amalgamated Bank first reported a position in CAVA in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.87M in Q1 2026. 270 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

Amalgamated Bank held 47,232 shares of CAVA Group worth $3.71M as of Q2 2026.
Amalgamated Bank sold 569 CAVA Group shares in Q2 2026, an estimated $47.7K.
CAVA Group made up 0.03% of Amalgamated Bank's portfolio in Q2 2026, its #560 holding.
Amalgamated Bank first reported a position in CAVA Group in Q3 2023 and has held it in 12 quarters since.
Amalgamated Bank's CAVA Group position peaked at $3.87M in Q1 2026.
270 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.