Amalgamated Bank’s First Guaranty Bancshares FGBI Stock Holding History

Amalgamated Bank’s Portfolio FGBI Stock Details FGBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-665	Closed	-$10K	–	3061
2023 Q1	$10K	Sell	665 -124	-16%	-$2.53K	﹤0.01%	2815
2022 Q4	$19K	Hold	789	–	–	﹤0.01%	2764
2022 Q3	$17K	Buy	789 +2	+0.3%	+$48	﹤0.01%	2853
2022 Q2	$19K	Buy	+787	New	+$20.3K	﹤0.01%	2869

Other funds holding FGBI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

EST

EA Series Trust Havertown, Pennsylvania $2.84B AUM

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Amalgamated Bank's FGBI Position: Q2 2023 in Review

Amalgamated Bank sold out of First Guaranty Bancshares (FGBI) in Q2 2023, closing a stake of 665 shares — an estimated $10K sold.

Amalgamated Bank first reported a position in FGBI in Q2 2022 and held it in 4 quarters. The position peaked at $19K in Q4 2022. 43 funds tracked by Wall St. Rank hold FGBI as of Q2 2023.

Amalgamated Bank reported no remaining First Guaranty Bancshares position as of Q2 2023 after selling out during the quarter.
Amalgamated Bank sold 665 First Guaranty Bancshares shares in Q2 2023, an estimated $10K.
Amalgamated Bank first reported a position in First Guaranty Bancshares in Q2 2022 and held it in 4 quarters.
Amalgamated Bank's First Guaranty Bancshares position peaked at $19K in Q4 2022.
43 funds tracked by Wall St. Rank held First Guaranty Bancshares as of Q2 2023.

Based on Amalgamated Bank's 13F filing for Q2 2023, filed 11 Aug 2023.