Amalgamated Bank’s Century Communities CCS Stock Holding History

Amalgamated Bank’s Portfolio CCS Stock Details CCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$419K	Sell	7,302 -178	-2%	-$11.5K	﹤0.01%	1369
2025 Q4	$444K	Buy	7,480 +235	+3%	+$14.3K	﹤0.01%	1356
2025 Q3	$459K	Sell	7,245 -439	-6%	-$27.7K	﹤0.01%	1344
2025 Q2	$433K	Sell	7,684 -111	-1%	-$6.22K	﹤0.01%	1333
2025 Q1	$523K	Sell	7,795 -355	-4%	-$25.7K	﹤0.01%	1238
2024 Q4	$598K	Buy	8,150 +22	+0.3%	+$1.96K	﹤0.01%	1240
2024 Q3	$837K	Sell	8,128 -523	-6%	-$50.1K	0.01%	1119
2024 Q2	$706K	Sell	8,651 -380	-4%	-$31.7K	0.01%	1164
2024 Q1	$871K	Sell	9,031 -1,551	-15%	-$136K	0.01%	1098
2023 Q4	$964K	Sell	10,582 -494	-4%	-$35.3K	0.01%	1182
2023 Q3	$740K	Sell	11,076 -371	-3%	-$27.1K	0.01%	1235
2023 Q2	$877K	Sell	11,447 -520	-4%	-$34.8K	0.01%	1174
2023 Q1	$765K	Sell	11,967 -1,020	-8%	-$60.8K	0.01%	1219
2022 Q4	$649K	Sell	12,987 -141	-1%	-$6.67K	0.01%	1346
2022 Q3	$562K	Sell	13,128 -28	-0.2%	-$1.36K	0.01%	1371
2022 Q2	$592K	Sell	13,156 -1,029	-7%	-$52K	0.01%	1391
2022 Q1	$760K	Sell	14,185 -756	-5%	-$48.5K	0.01%	1343
2021 Q4	$1.22M	Sell	14,941 -271	-2%	-$19.4K	0.01%	1147
2021 Q3	$935K	Sell	15,212 -16	-0.1%	-$1.06K	0.01%	1277
2021 Q2	$1.01M	Buy	+15,228	New	+$1.07M	0.01%	1286

Other funds holding CCS

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

Dimensional Fund Advisors

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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