Amalgamated Bank’s Finance of America Companies FOA Stock Holding History

Amalgamated Bank’s Portfolio FOA Stock Details FOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-160	Closed	-$4K	–	2063
2025 Q4	$4K	Buy	160 +8	+5%	+$182	﹤0.01%	2780
2025 Q3	$3K	Hold	152	–	–	﹤0.01%	2890
2025 Q2	$4K	Buy	+152	New	+$3.2K	﹤0.01%	2834
2024 Q2	–	Sell	-64	Closed	–	–	3052
2024 Q1	$0	Sell	64 -229	-78%	-$1.99K	﹤0.01%	2961
2023 Q4	$3K	Sell	293 -19	-6%	-$195	﹤0.01%	2964
2023 Q3	$4K	Hold	312	–	–	﹤0.01%	2983
2023 Q2	$6K	Hold	312	–	–	﹤0.01%	2992
2023 Q1	$4K	Sell	312 -87	-22%	-$1.33K	﹤0.01%	2908
2022 Q4	$5K	Hold	399	–	–	﹤0.01%	2935
2022 Q3	$6K	Hold	399	–	–	﹤0.01%	2980
2022 Q2	$6K	Buy	399 +176	+79%	+$4.07K	﹤0.01%	3016
2022 Q1	$7K	Buy	+223	New	+$7.77K	﹤0.01%	3000

Other funds holding FOA

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

BPCM

Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BCM

Brigade Capital Management New York $806M AUM 20.71% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

PUI

Purpose Unlimited Inc Toronto $2.42B AUM

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

Amalgamated Bank's FOA Position: Q1 2026 in Review

Amalgamated Bank sold out of Finance of America Companies (FOA) in Q1 2026, closing a stake of 160 shares — an estimated $4K sold.

Amalgamated Bank first reported a position in FOA in Q1 2022 and held it in 12 quarters. The position peaked at $7K in Q1 2022. 71 funds tracked by Wall St. Rank hold FOA as of Q1 2026.

Amalgamated Bank reported no remaining Finance of America Companies position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 160 Finance of America Companies shares in Q1 2026, an estimated $4K.
Amalgamated Bank first reported a position in Finance of America Companies in Q1 2022 and held it in 12 quarters.
Amalgamated Bank's Finance of America Companies position peaked at $7K in Q1 2022.
71 funds tracked by Wall St. Rank held Finance of America Companies as of Q1 2026.

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