Amalgamated Bank’s HBT Financial HBT Stock Holding History

Amalgamated Bank’s Portfolio HBT Stock Details HBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-360	Closed	-$9K	–	2144
2025 Q4	$9K	Sell	360 -107	-23%	-$2.64K	﹤0.01%	2468
2025 Q3	$12K	Hold	467	–	–	﹤0.01%	2366
2025 Q2	$12K	Hold	467	–	–	﹤0.01%	2356
2025 Q1	$10K	Hold	467	–	–	﹤0.01%	2369
2024 Q4	$10K	Hold	467	–	–	﹤0.01%	2432
2024 Q3	$10K	Hold	467	–	–	﹤0.01%	2451
2024 Q2	$10K	Buy	467 +117	+33%	+$2.23K	﹤0.01%	2442
2024 Q1	$7K	Sell	350 -705	-67%	-$13.7K	﹤0.01%	2583
2023 Q4	$22K	Sell	1,055 -104	-9%	-$2K	﹤0.01%	2600
2023 Q3	$21K	Hold	1,159	–	–	﹤0.01%	2635
2023 Q2	$21K	Hold	1,159	–	–	﹤0.01%	2708
2023 Q1	$23K	Sell	1,159 -124	-10%	-$2.59K	﹤0.01%	2595
2022 Q4	$25K	Hold	1,283	–	–	﹤0.01%	2690
2022 Q3	$23K	Hold	1,283	–	–	﹤0.01%	2776
2022 Q2	$23K	Buy	1,283 +59	+5%	+$1.04K	﹤0.01%	2824
2022 Q1	$22K	Buy	+1,224	New	+$23.3K	﹤0.01%	2775

Other funds holding HBT

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Amalgamated Bank's HBT Position: Q1 2026 in Review

Amalgamated Bank sold out of HBT Financial (HBT) in Q1 2026, closing a stake of 360 shares — an estimated $9K sold.

Amalgamated Bank first reported a position in HBT in Q1 2022 and held it in 16 quarters. The position peaked at $25K in Q4 2022. 129 funds tracked by Wall St. Rank hold HBT as of Q1 2026.

Amalgamated Bank reported no remaining HBT Financial position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 360 HBT Financial shares in Q1 2026, an estimated $9K.
Amalgamated Bank first reported a position in HBT Financial in Q1 2022 and held it in 16 quarters.
Amalgamated Bank's HBT Financial position peaked at $25K in Q4 2022.
129 funds tracked by Wall St. Rank held HBT Financial as of Q1 2026.

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