Amalgamated Bank’s C&F Financial CFFI Stock Holding History

Amalgamated Bank’s Portfolio CFFI Stock Details CFFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-96	Closed	-$7K	–	1851
2025 Q4	$7K	Sell	96 -8	-8%	-$558	﹤0.01%	2564
2025 Q3	$7K	Hold	104	–	–	﹤0.01%	2593
2025 Q2	$6K	Buy	+104	New	+$6.63K	﹤0.01%	2635
2024 Q2	–	Sell	-111	Closed	-$5K	–	3029
2024 Q1	$5K	Sell	111 -176	-61%	-$9.68K	﹤0.01%	2701
2023 Q4	$20K	Sell	287 -33	-10%	-$1.93K	﹤0.01%	2639
2023 Q3	$17K	Hold	320	–	–	﹤0.01%	2721
2023 Q2	$17K	Buy	+320	New	+$17K	﹤0.01%	2809

Other funds holding CFFI

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

HCM

Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Amalgamated Bank's CFFI Position: Q1 2026 in Review

Amalgamated Bank sold out of C&F Financial (CFFI) in Q1 2026, closing a stake of 96 shares — an estimated $7K sold.

Amalgamated Bank first reported a position in CFFI in Q2 2023 and held it in 7 quarters. The position peaked at $20K in Q4 2023. 82 funds tracked by Wall St. Rank hold CFFI as of Q1 2026.

Amalgamated Bank reported no remaining C&F Financial position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 96 C&F Financial shares in Q1 2026, an estimated $7K.
Amalgamated Bank first reported a position in C&F Financial in Q2 2023 and held it in 7 quarters.
Amalgamated Bank's C&F Financial position peaked at $20K in Q4 2023.
82 funds tracked by Wall St. Rank held C&F Financial as of Q1 2026.

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