AB
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Amalgamated Bank’s Exponent EXPO Stock Holding History

Amalgamated Bank’s Portfolio EXPO Stock Details EXPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.21M Sell
20,617
-980
-5% -$60.1K 0.01% 1026
2026
Q1 		$1.41M Buy
21,597
+560
+3% +$39.8K 0.01% 946
2025
Q4 		$1.46M Sell
21,037
-1,134
-5% -$79.7K 0.01% 939
2025
Q3 		$1.54M Sell
22,171
-139
-0.6% -$9.93K 0.01% 910
2025
Q2 		$1.67M Sell
22,310
-349
-2% -$27K 0.01% 850
2025
Q1 		$1.84M Sell
22,659
-580
-2% -$50.5K 0.02% 808
2024
Q4 		$2.07M Hold
23,239
– – 0.02% 781
2024
Q3 		$2.68M Sell
23,239
-1,378
-6% -$144K 0.02% 687
2024
Q2 		$2.34M Sell
24,617
-1,899
-7% -$171K 0.02% 786
2024
Q1 		$2.19M Sell
26,516
-5,408
-17% -$447K 0.02% 819
2023
Q4 		$2.81M Sell
31,924
-531
-2% -$43.5K 0.02% 778
2023
Q3 		$2.78M Sell
32,455
-770
-2% -$69.6K 0.02% 732
2023
Q2 		$3.1M Sell
33,225
-946
-3% -$89K 0.03% 680
2023
Q1 		$3.41M Buy
34,171
+9,354
+38% +$952K 0.03% 636
2022
Q4 		$2.46M Sell
24,817
-132
-0.5% -$12.8K 0.02% 820
2022
Q3 		$2.19M Sell
24,949
-141
-0.6% -$13.4K 0.02% 802
2022
Q2 		$2.29M Sell
25,090
-566
-2% -$53.3K 0.02% 816
2022
Q1 		$2.77M Sell
25,656
-1,196
-4% -$115K 0.02% 791
2021
Q4 		$3.13M Sell
26,852
-527
-2% -$61.9K 0.02% 744
2021
Q3 		$3.1M Sell
27,379
-892
-3% -$96.2K 0.03% 737
2021
Q2 		$2.52M Buy
28,271
+20,512
+264% +$1.92M 0.02% 867
2021
Q1 		$756K Sell
7,759
-719
-8% -$67.5K 0.03% 744
2020
Q4 		$763K Buy
8,478
+79
+0.9% +$6.3K 0.03% 713
2020
Q3 		$605K Sell
8,399
-279
-3% -$22.2K 0.03% 735
2020
Q2 		$702K Sell
8,678
-1,032
-11% -$74.3K 0.03% 619
2020
Q1 		$698K Sell
9,710
-268
-3% -$19.5K 0.02% 756
2019
Q4 		$689K Buy
9,978
+348
+4% +$23K 0.01% 961
2019
Q3 		$673K Sell
9,630
-148
-2% -$9.99K 0.01% 911
2019
Q2 		$572K Buy
9,778
+1,489
+18% +$84.8K 0.01% 1006
2019
Q1 		$478K Buy
8,289
+195
+2% +$10.5K 0.01% 1018
2018
Q4 		$410K Buy
+8,094
New +$406K 0.01% 1023
2018
Q3 		– Sell
-8,401
Closed -$406K – 1506
2018
Q2 		$406K Buy
8,401
+1,009
+14% +$46.3K 0.01% 1141
2018
Q1 		$291K Sell
7,392
-128
-2% -$4.84K 0.01% 1232
2017
Q4 		$267K Buy
7,520
+454
+6% +$16.7K 0.01% 1322
2017
Q3 		$261K Sell
7,066
-40
-0.6% -$1.32K 0.01% 1304
2017
Q2 		$207K Buy
7,106
+342
+5% +$10.2K 0.01% 1426
2017
Q1 		$201K Sell
6,764
-18
-0.3% -$524 0.01% 1379
2016
Q4 		$204K Buy
+6,782
New +$197K 0.01% 1382

Other funds holding EXPO

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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Amalgamated Bank's EXPO Position: Q2 2026 in Review

Amalgamated Bank reduced its Exponent (EXPO) stake by 4.5% in Q2 2026, selling an estimated $60.1K and leaving 20,617 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #1026.

Amalgamated Bank first reported a position in EXPO in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.41M in Q1 2023. 153 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Amalgamated Bank held 20,617 shares of Exponent worth $1.21M as of Q2 2026.
  • Amalgamated Bank sold 980 Exponent shares in Q2 2026, an estimated $60.1K.
  • Exponent made up 0.01% of Amalgamated Bank's portfolio in Q2 2026, its #1026 holding.
  • Amalgamated Bank first reported a position in Exponent in Q4 2016 and has held it in 38 quarters since.
  • Amalgamated Bank's Exponent position peaked at $3.41M in Q1 2023.
  • 153 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

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