AB
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Amalgamated Bank’s Goosehead Insurance GSHD Stock Holding History

Amalgamated Bank’s Portfolio GSHD Stock Details GSHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$308K Sell
6,352
-782
-11% -$32.3K ﹤0.01% 1493
2026
Q1 		$304K Sell
7,134
-68
-0.9% -$3.8K ﹤0.01% 1463
2025
Q4 		$530K Sell
7,202
-156
-2% -$11.1K ﹤0.01% 1301
2025
Q3 		$548K Buy
7,358
+307
+4% +$27K ﹤0.01% 1275
2025
Q2 		$744K Buy
7,051
+170
+2% +$18K 0.01% 1154
2025
Q1 		$812K Sell
6,881
-171
-2% -$19.2K 0.01% 1100
2024
Q4 		$756K Buy
7,052
+92
+1% +$10K 0.01% 1149
2024
Q3 		$622K Sell
6,960
-547
-7% -$43.3K 0.01% 1218
2024
Q2 		$431K Sell
7,507
-164
-2% -$9.84K ﹤0.01% 1357
2024
Q1 		$511K Sell
7,671
-2,341
-23% -$179K ﹤0.01% 1304
2023
Q4 		$759K Sell
10,012
-131
-1% -$9.46K 0.01% 1269
2023
Q3 		$756K Buy
10,143
+6,950
+218% +$466K 0.01% 1224
2023
Q2 		$201K Buy
3,193
+610
+24% +$35.1K ﹤0.01% 1820
2023
Q1 		$135K Sell
2,583
-405
-14% -$17.6K ﹤0.01% 1936
2022
Q4 		$103K Hold
2,988
– – ﹤0.01% 2118
2022
Q3 		$106K Buy
2,988
+40
+1% +$2.08K ﹤0.01% 2122
2022
Q2 		$135K Buy
2,948
+646
+28% +$35.3K ﹤0.01% 2048
2022
Q1 		$181K Sell
2,302
-153
-6% -$13.6K ﹤0.01% 1980
2021
Q4 		$319K Sell
2,455
-3
-0.1% -$430 ﹤0.01% 1786
2021
Q3 		$374K Sell
2,458
-170
-6% -$22.9K ﹤0.01% 1734
2021
Q2 		$335K Buy
+2,628
New +$268K ﹤0.01% 1832

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Amalgamated Bank's GSHD Position: Q2 2026 in Review

Amalgamated Bank reduced its Goosehead Insurance (GSHD) stake by 11% in Q2 2026, selling an estimated $32.3K and leaving 6,352 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #1493.

Amalgamated Bank first reported a position in GSHD in Q2 2021 and has held it in 21 quarters since. The position peaked at $812K in Q1 2025. 94 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Amalgamated Bank held 6,352 shares of Goosehead Insurance worth $308K as of Q2 2026.
  • Amalgamated Bank sold 782 Goosehead Insurance shares in Q2 2026, an estimated $32.3K.
  • Goosehead Insurance made up ﹤0.01% of Amalgamated Bank's portfolio in Q2 2026, its #1493 holding.
  • Amalgamated Bank first reported a position in Goosehead Insurance in Q2 2021 and has held it in 21 quarters since.
  • Amalgamated Bank's Goosehead Insurance position peaked at $812K in Q1 2025.
  • 94 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

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