Amalgamated Bank’s Compass COMP Stock Holding History

Amalgamated Bank’s Portfolio COMP Stock Details COMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$173K	Hold	19,514	–	–	﹤0.01%	1579
2026 Q2	$241K	Sell	19,514 -669	-3%	-$5.57K	﹤0.01%	1558
2026 Q1	$148K	Buy	20,183 +4,761	+31%	+$50K	﹤0.01%	1589
2025 Q4	$163K	Buy	15,422 +2,407	+18%	+$22K	﹤0.01%	1608
2025 Q3	$105K	Hold	13,015	–	–	﹤0.01%	1691
2025 Q2	$82K	Hold	13,015	–	–	﹤0.01%	1736
2025 Q1	$114K	Buy	13,015 +44	+0.3%	+$348	﹤0.01%	1648
2024 Q4	$76K	Hold	12,971	–	–	﹤0.01%	1753
2024 Q3	$79K	Buy	12,971 +3,022	+30%	+$14.9K	﹤0.01%	1743
2024 Q2	$36K	Hold	9,949	–	–	﹤0.01%	1933
2024 Q1	$36K	Sell	9,949 -29,904	-75%	-$106K	﹤0.01%	1942
2023 Q4	$150K	Sell	39,853 -2,961	-7%	-$7.31K	﹤0.01%	1878
2023 Q3	$124K	Hold	42,814	–	–	﹤0.01%	1936
2023 Q2	$150K	Buy	42,814 +3,698	+9%	+$12.1K	﹤0.01%	1925
2023 Q1	$126K	Sell	39,116 -4,161	-10%	-$14.3K	﹤0.01%	1958
2022 Q4	$101K	Hold	43,277	–	–	﹤0.01%	2133
2022 Q3	$100K	Buy	43,277 +2,103	+5%	+$7.47K	﹤0.01%	2147
2022 Q2	$149K	Buy	+41,174	New	+$225K	﹤0.01%	2002

Other funds holding COMP

Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Amalgamated Bank's COMP Position: Q3 2026 in Review

Amalgamated Bank held its Compass (COMP) position steady in Q3 2026 at 19,514 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #1579.

Amalgamated Bank first reported a position in COMP in Q2 2022 and has held it in 18 quarters since. The position peaked at $241K in Q2 2026. 61 funds tracked by Wall St. Rank hold COMP as of Q3 2026.

Amalgamated Bank held 19,514 shares of Compass worth $173K as of Q3 2026.
Amalgamated Bank left its Compass share count unchanged in Q3 2026.
Compass made up ﹤0.01% of Amalgamated Bank's portfolio in Q3 2026, its #1579 holding.
Amalgamated Bank first reported a position in Compass in Q2 2022 and has held it in 18 quarters since.
Amalgamated Bank's Compass position peaked at $241K in Q2 2026.
61 funds tracked by Wall St. Rank held Compass as of Q3 2026.

Based on Amalgamated Bank's 13F filing for Q3 2026, filed 23 Oct 2026.