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Amalgamated Bank’s Cadiz CDZI Stock Holding History

Amalgamated Bank’s Portfolio CDZI Stock Details CDZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,727
Closed -$10K – 1844
2025
Q4 		$10K Buy
1,727
+360
+26% +$1.93K ﹤0.01% 2411
2025
Q3 		$6K Hold
1,367
– – ﹤0.01% 2661
2025
Q2 		$4K Hold
1,367
– – ﹤0.01% 2822
2025
Q1 		$4K Hold
1,367
– – ﹤0.01% 2709
2024
Q4 		$7K Hold
1,367
– – ﹤0.01% 2587
2024
Q3 		$4K Hold
1,367
– – ﹤0.01% 2801
2024
Q2 		$4K Hold
1,367
– – ﹤0.01% 2833
2024
Q1 		$4K Sell
1,367
-4,374
-76% -$12K ﹤0.01% 2765
2023
Q4 		$16K Sell
5,741
-407
-7% -$1.23K ﹤0.01% 2741
2023
Q3 		$20K Hold
6,148
– – ﹤0.01% 2655
2023
Q2 		$25K Buy
+6,148
New +$27.1K ﹤0.01% 2622
2022
Q2 		– Sell
-2,720
Closed -$6K – 3056
2022
Q1 		$6K Buy
+2,720
New +$6.85K ﹤0.01% 3015

Other funds holding CDZI

WCM
Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SCM
Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amalgamated Bank's CDZI Position: Q1 2026 in Review

Amalgamated Bank sold out of Cadiz (CDZI) in Q1 2026, closing a stake of 1,727 shares — an estimated $10K sold.

Amalgamated Bank first reported a position in CDZI in Q1 2022 and held it in 12 quarters. The position peaked at $25K in Q2 2023. 139 funds tracked by Wall St. Rank hold CDZI as of Q1 2026.

  • Amalgamated Bank reported no remaining Cadiz position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 1,727 Cadiz shares in Q1 2026, an estimated $10K.
  • Amalgamated Bank first reported a position in Cadiz in Q1 2022 and held it in 12 quarters.
  • Amalgamated Bank's Cadiz position peaked at $25K in Q2 2023.
  • 139 funds tracked by Wall St. Rank held Cadiz as of Q1 2026.

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