AB
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Amalgamated Bank’s HealthEquity HQY Stock Holding History

Amalgamated Bank’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.24M Sell
35,876
-1,057
-3% -$89.6K 0.02% 623
2026
Q1 		$3.09M Buy
36,933
+679
+2% +$55.7K 0.02% 618
2025
Q4 		$3.32M Sell
36,254
-1,655
-4% -$158K 0.02% 587
2025
Q3 		$3.59M Sell
37,909
-156
-0.4% -$14.7K 0.03% 563
2025
Q2 		$3.99M Sell
38,065
-50
-0.1% -$4.74K 0.03% 487
2025
Q1 		$3.37M Sell
38,115
-1,716
-4% -$176K 0.03% 546
2024
Q4 		$3.82M Hold
39,831
– – 0.03% 513
2024
Q3 		$3.26M Sell
39,831
-2,313
-5% -$178K 0.03% 600
2024
Q2 		$3.63M Sell
42,144
-2,815
-6% -$227K 0.03% 581
2024
Q1 		$3.67M Sell
44,959
-8,677
-16% -$677K 0.03% 616
2023
Q4 		$3.56M Sell
53,636
-676
-1% -$46.9K 0.03% 656
2023
Q3 		$3.97M Sell
54,312
-1,321
-2% -$89.2K 0.03% 558
2023
Q2 		$3.51M Sell
55,633
-799
-1% -$46.3K 0.03% 620
2023
Q1 		$3.31M Sell
56,432
-3,108
-5% -$189K 0.03% 649
2022
Q4 		$3.67M Buy
59,540
+1,060
+2% +$71.2K 0.03% 640
2022
Q3 		$3.93M Buy
58,480
+1,261
+2% +$79.8K 0.04% 503
2022
Q2 		$3.51M Buy
57,219
+690
+1% +$44.2K 0.03% 610
2022
Q1 		$3.81M Sell
56,529
-2,654
-4% -$143K 0.03% 630
2021
Q4 		$2.62M Buy
59,183
+290
+0.5% +$16.9K 0.02% 818
2021
Q3 		$3.81M Sell
58,893
-6,237
-10% -$433K 0.03% 644
2021
Q2 		$5.24M Buy
65,130
+52,988
+436% +$4.04M 0.04% 528
2021
Q1 		$826K Sell
12,142
-305
-2% -$24K 0.03% 687
2020
Q4 		$868K Buy
12,447
+114
+0.9% +$7.09K 0.03% 638
2020
Q3 		$634K Buy
12,333
+519
+4% +$28.5K 0.03% 710
2020
Q2 		$693K Sell
11,814
-1,207
-9% -$66.7K 0.03% 629
2020
Q1 		$659K Sell
13,021
-375
-3% -$24.9K 0.02% 783
2019
Q4 		$992K Buy
13,396
+1,389
+12% +$86.7K 0.02% 803
2019
Q3 		$686K Buy
12,007
+495
+4% +$32.9K 0.01% 899
2019
Q2 		$753K Buy
11,512
+2,801
+32% +$195K 0.02% 875
2019
Q1 		$644K Buy
8,711
+210
+2% +$14.8K 0.02% 885
2018
Q4 		$507K Buy
8,501
+4,804
+130% +$387K 0.01% 913
2018
Q3 		$349K Sell
3,697
-5,095
-58% -$439K 0.01% 1064
2018
Q2 		$660K Buy
8,792
+1,534
+21% +$110K 0.02% 896
2018
Q1 		$439K Sell
7,258
-56
-0.8% -$3.03K 0.01% 1025
2017
Q4 		$341K Buy
7,314
+461
+7% +$22.8K 0.01% 1199
2017
Q3 		$347K Sell
6,853
-9
-0.1% -$419 0.01% 1122
2017
Q2 		$342K Buy
6,862
+1,159
+20% +$54.2K 0.01% 1119
2017
Q1 		$242K Sell
5,703
-17
-0.3% -$752 0.01% 1267
2016
Q4 		$232K Buy
+5,720
New +$221K 0.01% 1302

Other funds holding HQY

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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
NNPTE
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne Warszawa, Poland $1.83B AUM 331.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Amalgamated Bank's HQY Position: Q2 2026 in Review

Amalgamated Bank reduced its HealthEquity (HQY) stake by 2.9% in Q2 2026, selling an estimated $89.6K and leaving 35,876 shares worth $3.24M. The position accounts for 0.02% of the portfolio, ranked #623.

Amalgamated Bank first reported a position in HQY in Q4 2016 and has held it in 39 quarters since. The position peaked at $5.24M in Q2 2021. 225 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Amalgamated Bank held 35,876 shares of HealthEquity worth $3.24M as of Q2 2026.
  • Amalgamated Bank sold 1,057 HealthEquity shares in Q2 2026, an estimated $89.6K.
  • HealthEquity made up 0.02% of Amalgamated Bank's portfolio in Q2 2026, its #623 holding.
  • Amalgamated Bank first reported a position in HealthEquity in Q4 2016 and has held it in 39 quarters since.
  • Amalgamated Bank's HealthEquity position peaked at $5.24M in Q2 2021.
  • 225 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

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