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Amalgamated Bank’s CVR Energy CVI Stock Holding History

Amalgamated Bank’s Portfolio CVI Stock Details CVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$223K Sell
8,097
-610
-7% -$19.4K ﹤0.01% 1573
2026
Q1 		$293K Sell
8,707
-80
-0.9% -$2.06K ﹤0.01% 1472
2025
Q4 		$224K Sell
8,787
-97
-1% -$3.3K ﹤0.01% 1538
2025
Q3 		$324K Sell
8,884
-863
-9% -$25.8K ﹤0.01% 1443
2025
Q2 		$262K Hold
9,747
– – ﹤0.01% 1482
2025
Q1 		$189K Sell
9,747
-166
-2% -$3.24K ﹤0.01% 1548
2024
Q4 		$186K Buy
9,913
+197
+2% +$3.98K ﹤0.01% 1594
2024
Q3 		$224K Buy
9,716
+849
+10% +$21K ﹤0.01% 1542
2024
Q2 		$237K Sell
8,867
-18
-0.2% -$547 ﹤0.01% 1538
2024
Q1 		$317K Sell
8,885
-3,672
-29% -$122K ﹤0.01% 1464
2023
Q4 		$380K Sell
12,557
-303
-2% -$9.58K ﹤0.01% 1546
2023
Q3 		$438K Sell
12,860
-378
-3% -$12.9K ﹤0.01% 1476
2023
Q2 		$397K Sell
13,238
-62
-0.5% -$1.67K ﹤0.01% 1546
2023
Q1 		$436K Buy
13,300
+8,564
+181% +$275K ﹤0.01% 1485
2022
Q4 		$148K Hold
4,736
– – ﹤0.01% 1969
2022
Q3 		$137K Buy
4,736
+72
+2% +$2.27K ﹤0.01% 2000
2022
Q2 		$156K Buy
4,664
+1,101
+31% +$35.1K ﹤0.01% 1976
2022
Q1 		$91K Buy
+3,563
New +$74K ﹤0.01% 2229
2020
Q1 		– Sell
-5,112
Closed -$207K – 1704
2019
Q4 		$207K Buy
5,112
+388
+8% +$17.1K ﹤0.01% 1621
2019
Q3 		$208K Sell
4,724
-46
-1% -$2.14K ﹤0.01% 1526
2019
Q2 		$238K Buy
+4,770
New +$214K 0.01% 1488

Other funds holding CVI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
WG
Winton Group London, United Kingdom $3.09B AUM 40.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Amalgamated Bank's CVI Position: Q2 2026 in Review

Amalgamated Bank reduced its CVR Energy (CVI) stake by 7% in Q2 2026, selling an estimated $19.4K and leaving 8,097 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

Amalgamated Bank first reported a position in CVI in Q2 2019 and has held it in 21 quarters since. The position peaked at $438K in Q3 2023. 86 funds tracked by Wall St. Rank hold CVI as of Q2 2026.

  • Amalgamated Bank held 8,097 shares of CVR Energy worth $223K as of Q2 2026.
  • Amalgamated Bank sold 610 CVR Energy shares in Q2 2026, an estimated $19.4K.
  • CVR Energy made up ﹤0.01% of Amalgamated Bank's portfolio in Q2 2026, its #1573 holding.
  • Amalgamated Bank first reported a position in CVR Energy in Q2 2019 and has held it in 21 quarters since.
  • Amalgamated Bank's CVR Energy position peaked at $438K in Q3 2023.
  • 86 funds tracked by Wall St. Rank held CVR Energy as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.