Amalgamated Bank
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Amalgamated Bank’s HCI Group HCI Stock Holding History

Amalgamated Bank’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$475K Sell
2,730
-125
-4% -$22.8K ﹤0.01% 1363
2026
Q2 		$500K Sell
2,855
-238
-8% -$37.5K ﹤0.01% 1368
2026
Q1 		$478K Sell
3,093
-30
-1% -$4.91K ﹤0.01% 1329
2025
Q4 		$599K Buy
3,123
+92
+3% +$17.3K ﹤0.01% 1257
2025
Q3 		$582K Buy
3,031
+414
+16% +$65.6K ﹤0.01% 1254
2025
Q2 		$398K Buy
2,617
+199
+8% +$30.6K ﹤0.01% 1355
2025
Q1 		$361K Sell
2,418
-25
-1% -$3.17K ﹤0.01% 1363
2024
Q4 		$285K Buy
2,443
+30
+1% +$3.42K ﹤0.01% 1480
2024
Q3 		$258K Buy
2,413
+225
+10% +$21.3K ﹤0.01% 1511
2024
Q2 		$202K Hold
2,188
– – ﹤0.01% 1576
2024
Q1 		$254K Sell
2,188
-471
-18% -$46.2K ﹤0.01% 1533
2023
Q4 		$232K Sell
2,659
-64
-2% -$4.68K ﹤0.01% 1748
2023
Q3 		$148K Sell
2,723
-313
-10% -$17.8K ﹤0.01% 1880
2023
Q2 		$188K Sell
3,036
-22
-0.7% -$1.21K ﹤0.01% 1835
2023
Q1 		$164K Buy
3,058
+46
+2% +$2.31K ﹤0.01% 1878
2022
Q4 		$119K Sell
3,012
-382
-11% -$14.1K ﹤0.01% 2068
2022
Q3 		$133K Sell
3,394
-302
-8% -$17.3K ﹤0.01% 2013
2022
Q2 		$250K Buy
3,696
+414
+13% +$27.3K ﹤0.01% 1781
2022
Q1 		$224K Sell
3,282
-177
-5% -$12.1K ﹤0.01% 1895
2021
Q4 		$289K Buy
3,459
+507
+17% +$59.2K ﹤0.01% 1841
2021
Q3 		$327K Sell
2,952
-48
-2% -$5.01K ﹤0.01% 1806
2021
Q2 		$298K Buy
+3,000
New +$243K ﹤0.01% 1889

Other funds holding HCI

Base Wealth Management
Base Wealth Management Lakewood Ranch, Florida $225M AUM 10.53% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Ridgewood Investments
Ridgewood Investments Springfield, New Jersey $271M AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

Amalgamated Bank's HCI Position: Q3 2026 in Review

Amalgamated Bank reduced its HCI Group (HCI) stake by 4.4% in Q3 2026, selling an estimated $22.8K and leaving 2,730 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

Amalgamated Bank first reported a position in HCI in Q2 2021 and has held it in 22 quarters since. The position peaked at $599K in Q4 2025. 54 funds tracked by Wall St. Rank hold HCI as of Q3 2026.

  • Amalgamated Bank held 2,730 shares of HCI Group worth $475K as of Q3 2026.
  • Amalgamated Bank sold 125 HCI Group shares in Q3 2026, an estimated $22.8K.
  • HCI Group made up ﹤0.01% of Amalgamated Bank's portfolio in Q3 2026, its #1363 holding.
  • Amalgamated Bank first reported a position in HCI Group in Q2 2021 and has held it in 22 quarters since.
  • Amalgamated Bank's HCI Group position peaked at $599K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held HCI Group as of Q3 2026.

Based on Amalgamated Bank's 13F filing for Q3 2026, filed 23 Oct 2026.