AB
EPM icon

Amalgamated Bank’s Evolution Petroleum EPM Stock Holding History

Amalgamated Bank’s Portfolio EPM Stock Details EPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-992
Closed -$4K – 2001
2025
Q4 		$4K Sell
992
-72
-7% -$304 ﹤0.01% 2775
2025
Q3 		$5K Hold
1,064
– – ﹤0.01% 2751
2025
Q2 		$5K Hold
1,064
– – ﹤0.01% 2730
2025
Q1 		$6K Hold
1,064
– – ﹤0.01% 2577
2024
Q4 		$6K Hold
1,064
– – ﹤0.01% 2653
2024
Q3 		$6K Hold
1,064
– – ﹤0.01% 2685
2024
Q2 		$6K Hold
1,064
– – ﹤0.01% 2677
2024
Q1 		$7K Sell
1,064
-3,402
-76% -$19.5K ﹤0.01% 2572
2023
Q4 		$26K Sell
4,466
-316
-7% -$1.94K ﹤0.01% 2527
2023
Q3 		$33K Hold
4,782
– – ﹤0.01% 2422
2023
Q2 		$39K Buy
+4,782
New +$35.4K ﹤0.01% 2426

Other funds holding EPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Amalgamated Bank's EPM Position: Q1 2026 in Review

Amalgamated Bank sold out of Evolution Petroleum (EPM) in Q1 2026, closing a stake of 992 shares — an estimated $4K sold.

Amalgamated Bank first reported a position in EPM in Q2 2023 and held it in 11 quarters. The position peaked at $39K in Q2 2023. 122 funds tracked by Wall St. Rank hold EPM as of Q1 2026.

  • Amalgamated Bank reported no remaining Evolution Petroleum position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 992 Evolution Petroleum shares in Q1 2026, an estimated $4K.
  • Amalgamated Bank first reported a position in Evolution Petroleum in Q2 2023 and held it in 11 quarters.
  • Amalgamated Bank's Evolution Petroleum position peaked at $39K in Q2 2023.
  • 122 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2026.

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