Amalgamated Bank’s CapsoVision Inc CV Stock Holding History

Amalgamated Bank’s Portfolio CV Stock Details CV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-179	Closed	-$2K	–	2956
2025 Q4	$2K	Sell	179 -6	-3%	-$42	﹤0.01%	2934
2025 Q3	$1K	Buy	+185	New	+$776	﹤0.01%	2989

Other funds holding CV

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Amalgamated Bank's CV Position: Q1 2026 in Review

Amalgamated Bank sold out of CapsoVision Inc (CV) in Q1 2026, closing a stake of 179 shares — an estimated $2K sold.

Amalgamated Bank first reported a position in CV in Q3 2025 and held it in 2 quarters. The position peaked at $2K in Q4 2025. 51 funds tracked by Wall St. Rank hold CV as of Q1 2026.

Amalgamated Bank reported no remaining CapsoVision Inc position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 179 CapsoVision Inc shares in Q1 2026, an estimated $2K.
Amalgamated Bank first reported a position in CapsoVision Inc in Q3 2025 and held it in 2 quarters.
Amalgamated Bank's CapsoVision Inc position peaked at $2K in Q4 2025.
51 funds tracked by Wall St. Rank held CapsoVision Inc as of Q1 2026.

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