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Amalgamated Bank’s Helios Technologies HLIO Stock Holding History

Amalgamated Bank’s Portfolio HLIO Stock Details HLIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,043
Closed -$56K – 2155
2025
Q4 		$56K Sell
1,043
-126
-11% -$6.79K ﹤0.01% 1804
2025
Q3 		$61K Hold
1,169
– – ﹤0.01% 1786
2025
Q2 		$39K Hold
1,169
– – ﹤0.01% 1894
2025
Q1 		$38K Buy
1,169
+4
+0.3% +$161 ﹤0.01% 1860
2024
Q4 		$52K Hold
1,165
– – ﹤0.01% 1828
2024
Q3 		$56K Hold
1,165
– – ﹤0.01% 1814
2024
Q2 		$56K Buy
1,165
+51
+5% +$2.44K ﹤0.01% 1831
2024
Q1 		$50K Sell
1,114
-3,537
-76% -$152K ﹤0.01% 1869
2023
Q4 		$211K Sell
4,651
-331
-7% -$15.3K ﹤0.01% 1780
2023
Q3 		$276K Hold
4,982
– – ﹤0.01% 1665
2023
Q2 		$329K Buy
4,982
+370
+8% +$21.9K ﹤0.01% 1625
2023
Q1 		$302K Sell
4,612
-798
-15% -$51.9K ﹤0.01% 1642
2022
Q4 		$295K Buy
5,410
+175
+3% +$9.43K ﹤0.01% 1702
2022
Q3 		$265K Buy
5,235
+80
+2% +$4.84K ﹤0.01% 1735
2022
Q2 		$342K Sell
5,155
-139
-3% -$9.64K ﹤0.01% 1648
2022
Q1 		$425K Sell
5,294
-398
-7% -$31.7K ﹤0.01% 1623
2021
Q4 		$599K Sell
5,692
-62
-1% -$6.02K ﹤0.01% 1497
2021
Q3 		$472K Sell
5,754
-354
-6% -$28.9K ﹤0.01% 1607
2021
Q2 		$477K Buy
6,108
+2,753
+82% +$201K ﹤0.01% 1671
2021
Q1 		$244K Buy
+3,355
New +$215K 0.01% 1371
2020
Q1 		– Sell
-5,511
Closed -$255K – 1722
2019
Q4 		$255K Buy
5,511
+290
+6% +$12.4K ﹤0.01% 1502
2019
Q3 		$212K Sell
5,221
-36
-0.7% -$1.57K ﹤0.01% 1513
2019
Q2 		$244K Buy
5,257
+848
+19% +$39.6K 0.01% 1475
2019
Q1 		$205K Buy
+4,409
New +$176K 0.01% 1497
2018
Q3 		– Sell
-4,378
Closed -$211K – 1521
2018
Q2 		$211K Buy
+4,378
New +$221K 0.01% 1547
2018
Q1 		– Sell
-3,213
Closed -$208K – 1629
2017
Q4 		$208K Buy
+3,213
New +$188K 0.01% 1486

Other funds holding HLIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Amalgamated Bank's HLIO Position: Q1 2026 in Review

Amalgamated Bank sold out of Helios Technologies (HLIO) in Q1 2026, closing a stake of 1,043 shares — an estimated $56K sold.

Amalgamated Bank first reported a position in HLIO in Q4 2017 and held it in 26 quarters. The position peaked at $599K in Q4 2021. 251 funds tracked by Wall St. Rank hold HLIO as of Q1 2026.

  • Amalgamated Bank reported no remaining Helios Technologies position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 1,043 Helios Technologies shares in Q1 2026, an estimated $56K.
  • Amalgamated Bank first reported a position in Helios Technologies in Q4 2017 and held it in 26 quarters.
  • Amalgamated Bank's Helios Technologies position peaked at $599K in Q4 2021.
  • 251 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2026.

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