AB
FIVE icon

Amalgamated Bank’s Five Below FIVE Stock Holding History

Amalgamated Bank’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.59M Sell
25,546
-513
-2% -$110K 0.03% 476
2026
Q1 		$5.95M Buy
26,059
+829
+3% +$173K 0.05% 348
2025
Q4 		$4.75M Buy
25,230
+156
+0.6% +$25.4K 0.03% 436
2025
Q3 		$3.88M Sell
25,074
-34
-0.1% -$4.81K 0.03% 529
2025
Q2 		$3.29M Sell
25,108
-1,131
-4% -$110K 0.03% 578
2025
Q1 		$1.97M Sell
26,239
-569
-2% -$50K 0.02% 777
2024
Q4 		$2.81M Buy
26,808
+388
+1% +$37.1K 0.02% 661
2024
Q3 		$2.33M Sell
26,420
-5,283
-17% -$445K 0.02% 749
2024
Q2 		$3.46M Buy
31,703
+1,025
+3% +$142K 0.03% 610
2024
Q1 		$5.56M Sell
30,678
-8,269
-21% -$1.59M 0.05% 402
2023
Q4 		$8.3M Sell
38,947
-1,888
-5% -$347K 0.07% 268
2023
Q3 		$6.57M Buy
40,835
+348
+0.9% +$63.6K 0.06% 313
2023
Q2 		$7.96M Sell
40,487
-290
-0.7% -$56.7K 0.06% 262
2023
Q1 		$8.4M Sell
40,777
-4,231
-9% -$833K 0.07% 243
2022
Q4 		$7.96M Buy
45,008
+2,374
+6% +$373K 0.07% 258
2022
Q3 		$5.87M Buy
42,634
+1,454
+4% +$191K 0.06% 314
2022
Q2 		$4.67M Sell
41,180
-521
-1% -$74.9K 0.04% 452
2022
Q1 		$6.6M Sell
41,701
-67
-0.2% -$11.2K 0.05% 339
2021
Q4 		$8.64M Buy
41,768
+460
+1% +$90.5K 0.06% 273
2021
Q3 		$7.3M Sell
41,308
-4,199
-9% -$836K 0.06% 307
2021
Q2 		$8.79M Buy
45,507
+34,920
+330% +$6.67M 0.07% 259
2021
Q1 		$2.02M Sell
10,587
-944
-8% -$178K 0.08% 241
2020
Q4 		$2.02M Buy
11,531
+35
+0.3% +$5.18K 0.08% 234
2020
Q3 		$1.46M Sell
11,496
-321
-3% -$36.5K 0.06% 307
2020
Q2 		$1.26M Sell
11,817
-3,011
-20% -$282K 0.06% 319
2020
Q1 		$1.04M Sell
14,828
-285
-2% -$29K 0.03% 605
2019
Q4 		$1.93M Buy
15,113
+735
+5% +$92.1K 0.04% 527
2019
Q3 		$1.81M Buy
14,378
+1,762
+14% +$214K 0.04% 480
2019
Q2 		$1.51M Buy
12,616
+3,822
+43% +$503K 0.04% 566
2019
Q1 		$1.09M Buy
8,794
+241
+3% +$29.2K 0.03% 671
2018
Q4 		$875K Buy
8,553
+4,790
+127% +$529K 0.02% 709
2018
Q3 		$489K Sell
3,763
-5,148
-58% -$573K 0.01% 952
2018
Q2 		$871K Buy
8,911
+1,127
+14% +$90.5K 0.02% 806
2018
Q1 		$571K Sell
7,784
-124
-2% -$8.35K 0.02% 888
2017
Q4 		$524K Buy
7,908
+469
+6% +$28.2K 0.01% 969
2017
Q3 		$408K Sell
7,439
-38
-0.5% -$1.86K 0.01% 1043
2017
Q2 		$369K Buy
7,477
+378
+5% +$18.6K 0.01% 1083
2017
Q1 		$307K Sell
7,099
-6
-0.1% -$238 0.02% 1117
2016
Q4 		$284K Buy
7,105
+905
+15% +$35.6K 0.01% 1166
2016
Q3 		$250K Buy
6,200
+1
+0% +$46 0.01% 1129
2016
Q2 		$312K Buy
6,199
+464
+8% +$19.4K 0.02% 979
2016
Q1 		$237K Buy
+5,735
New +$210K 0.02% 1033
2015
Q3 		– Sell
-5,636
Closed -$223K – 1326
2015
Q2 		$223K Buy
+5,636
New +$205K 0.02% 1180
2015
Q1 		– Sell
-5,277
Closed -$215K – 937
2014
Q4 		$215K Buy
5,277
+7
+0.1% +$283 0.03% 763
2014
Q3 		$209K Sell
5,270
-2
-0% -$78 0.03% 774
2014
Q2 		$210K Buy
+5,272
New +$201K 0.03% 790

Other funds holding FIVE

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
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Amalgamated Bank's FIVE Position: Q2 2026 in Review

Amalgamated Bank reduced its Five Below (FIVE) stake by 2% in Q2 2026, selling an estimated $110K and leaving 25,546 shares worth $4.59M. The position accounts for 0.03% of the portfolio, ranked #476.

Amalgamated Bank first reported a position in FIVE in Q2 2014 and has held it in 46 quarters since. The position peaked at $8.79M in Q2 2021. 272 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Amalgamated Bank held 25,546 shares of Five Below worth $4.59M as of Q2 2026.
  • Amalgamated Bank sold 513 Five Below shares in Q2 2026, an estimated $110K.
  • Five Below made up 0.03% of Amalgamated Bank's portfolio in Q2 2026, its #476 holding.
  • Amalgamated Bank first reported a position in Five Below in Q2 2014 and has held it in 46 quarters since.
  • Amalgamated Bank's Five Below position peaked at $8.79M in Q2 2021.
  • 272 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

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