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Amalgamated Bank’s Financial Institutions FISI Stock Holding History

Amalgamated Bank’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-624
Closed -$19K – 2049
2025
Q4 		$19K Sell
624
-36
-5% -$1.06K ﹤0.01% 2123
2025
Q3 		$18K Hold
660
– – ﹤0.01% 2168
2025
Q2 		$17K Hold
660
– – ﹤0.01% 2179
2025
Q1 		$16K Buy
660
+121
+22% +$3.27K ﹤0.01% 2149
2024
Q4 		$15K Hold
539
– – ﹤0.01% 2240
2024
Q3 		$14K Hold
539
– – ﹤0.01% 2281
2024
Q2 		$10K Hold
539
– – ﹤0.01% 2435
2024
Q1 		$10K Sell
539
-813
-60% -$16.1K ﹤0.01% 2434
2023
Q4 		$29K Sell
1,352
-161
-11% -$2.87K ﹤0.01% 2474
2023
Q3 		$25K Hold
1,513
– – ﹤0.01% 2538
2023
Q2 		$24K Sell
1,513
-70
-4% -$1.19K ﹤0.01% 2645
2023
Q1 		$31K Sell
1,583
-350
-18% -$8.2K ﹤0.01% 2486
2022
Q4 		$47K Hold
1,933
– – ﹤0.01% 2436
2022
Q3 		$47K Hold
1,933
– – ﹤0.01% 2484
2022
Q2 		$50K Buy
1,933
+47
+2% +$1.31K ﹤0.01% 2483
2022
Q1 		$57K Buy
+1,886
New +$60.6K ﹤0.01% 2411

Other funds holding FISI

PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Amalgamated Bank's FISI Position: Q1 2026 in Review

Amalgamated Bank sold out of Financial Institutions (FISI) in Q1 2026, closing a stake of 624 shares — an estimated $19K sold.

Amalgamated Bank first reported a position in FISI in Q1 2022 and held it in 16 quarters. The position peaked at $57K in Q1 2022. 151 funds tracked by Wall St. Rank hold FISI as of Q1 2026.

  • Amalgamated Bank reported no remaining Financial Institutions position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 624 Financial Institutions shares in Q1 2026, an estimated $19K.
  • Amalgamated Bank first reported a position in Financial Institutions in Q1 2022 and held it in 16 quarters.
  • Amalgamated Bank's Financial Institutions position peaked at $57K in Q1 2022.
  • 151 funds tracked by Wall St. Rank held Financial Institutions as of Q1 2026.

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