Amalgamated Bank’s First Advantage FA Stock Holding History

Amalgamated Bank’s Portfolio FA Stock Details FA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$429K	Buy	24,103 +2,870	+14%	+$59.5K	﹤0.01%	1396
2026 Q2	$383K	Buy	+21,233	New	+$308K	﹤0.01%	1432
2026 Q1	–	Sell	-2,489	Closed	-$36K	–	2027
2025 Q4	$36K	Buy	2,489 +414	+20%	+$5.84K	﹤0.01%	1916
2025 Q3	$32K	Hold	2,075	–	–	﹤0.01%	1968
2025 Q2	$34K	Hold	2,075	–	–	﹤0.01%	1938
2025 Q1	$29K	Buy	2,075 +264	+15%	+$4.44K	﹤0.01%	1943
2024 Q4	$34K	Hold	1,811	–	–	﹤0.01%	1938
2024 Q3	$36K	Hold	1,811	–	–	﹤0.01%	1940
2024 Q2	$29K	Hold	1,811	–	–	﹤0.01%	1992
2024 Q1	$29K	Sell	1,811 -3,444	-66%	-$56.2K	﹤0.01%	2013
2023 Q4	$87K	Sell	5,255 -612	-10%	-$8.95K	﹤0.01%	2047
2023 Q3	$81K	Hold	5,867	–	–	﹤0.01%	2069
2023 Q2	$90K	Sell	5,867 -396	-6%	-$5.32K	﹤0.01%	2097
2023 Q1	$87K	Sell	6,263 -1,515	-19%	-$20.5K	﹤0.01%	2107
2022 Q4	$101K	Buy	7,778 +164	+2%	+$2.14K	﹤0.01%	2134
2022 Q3	$98K	Buy	7,614 +11	+0.1%	+$153	﹤0.01%	2154
2022 Q2	$96K	Sell	7,603 -1,160	-13%	-$18.3K	﹤0.01%	2180
2022 Q1	$177K	Buy	+8,763	New	+$151K	﹤0.01%	1988

Other funds holding FA

Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

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

Amalgamated Bank's FA Position: Q3 2026 in Review

Amalgamated Bank increased its First Advantage (FA) stake by 14% in Q3 2026, buying an estimated $59.5K and bringing the position to 24,103 shares worth $429K. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

Amalgamated Bank first reported a position in FA in Q1 2022 and has held it in 18 quarters since. 31 funds tracked by Wall St. Rank hold FA as of Q3 2026.

Amalgamated Bank held 24,103 shares of First Advantage worth $429K as of Q3 2026.
Amalgamated Bank bought 2,870 First Advantage shares in Q3 2026, an estimated $59.5K.
First Advantage made up ﹤0.01% of Amalgamated Bank's portfolio in Q3 2026, its #1396 holding.
Amalgamated Bank first reported a position in First Advantage in Q1 2022 and has held it in 18 quarters since.
31 funds tracked by Wall St. Rank held First Advantage as of Q3 2026.

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