Amalgamated Bank’s Holley HLLY Stock Holding History

Amalgamated Bank’s Portfolio HLLY Stock Details HLLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,400	Closed	-$10K	–	2156
2025 Q4	$10K	Buy	2,400 +615	+34%	+$2.21K	﹤0.01%	2417
2025 Q3	$6K	Hold	1,785	–	–	﹤0.01%	2674
2025 Q2	$4K	Hold	1,785	–	–	﹤0.01%	2839
2025 Q1	$5K	Hold	1,785	–	–	﹤0.01%	2656
2024 Q4	$5K	Hold	1,785	–	–	﹤0.01%	2727
2024 Q3	$5K	Hold	1,785	–	–	﹤0.01%	2754
2024 Q2	$6K	Hold	1,785	–	–	﹤0.01%	2683
2024 Q1	$8K	Sell	1,785 -2,825	-61%	-$12.9K	﹤0.01%	2524
2023 Q4	$22K	Sell	4,610 -531	-10%	-$2.35K	﹤0.01%	2601
2023 Q3	$26K	Hold	5,141	–	–	﹤0.01%	2528
2023 Q2	$21K	Sell	5,141 -2,034	-28%	-$6.06K	﹤0.01%	2710
2023 Q1	$20K	Sell	7,175 -1,079	-13%	-$2.76K	﹤0.01%	2646
2022 Q4	$17K	Hold	8,254	–	–	﹤0.01%	2787
2022 Q3	$33K	Buy	8,254 +131	+2%	+$980	﹤0.01%	2629
2022 Q2	$85K	Buy	+8,123	New	+$88.6K	﹤0.01%	2240

Other funds holding HLLY

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

BOCH

Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CCG

Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return

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

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Amalgamated Bank's HLLY Position: Q1 2026 in Review

Amalgamated Bank sold out of Holley (HLLY) in Q1 2026, closing a stake of 2,400 shares — an estimated $10K sold.

Amalgamated Bank first reported a position in HLLY in Q2 2022 and held it in 15 quarters. The position peaked at $85K in Q2 2022. 140 funds tracked by Wall St. Rank hold HLLY as of Q1 2026.

Amalgamated Bank reported no remaining Holley position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 2,400 Holley shares in Q1 2026, an estimated $10K.
Amalgamated Bank first reported a position in Holley in Q2 2022 and held it in 15 quarters.
Amalgamated Bank's Holley position peaked at $85K in Q2 2022.
140 funds tracked by Wall St. Rank held Holley as of Q1 2026.

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