AB
HTO

Amalgamated Bank’s H2O America HTO Stock Holding History

Amalgamated Bank’s Portfolio HTO Stock Details HTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$636K Sell
10,459
-168
-2% -$9.74K ﹤0.01% 1289
2026
Q1 		$623K Buy
10,627
+959
+10% +$52.2K ﹤0.01% 1250
2025
Q4 		$474K Buy
9,668
+36
+0.4% +$1.73K ﹤0.01% 1335
2025
Q3 		$469K Buy
9,632
+693
+8% +$34.6K ﹤0.01% 1334
2025
Q2 		$465K Buy
8,939
+190
+2% +$10.1K ﹤0.01% 1301
2025
Q1 		$478K Sell
8,749
-180
-2% -$9.21K ﹤0.01% 1268
2024
Q4 		$439K Buy
8,929
+19
+0.2% +$1.05K ﹤0.01% 1346
2024
Q3 		$518K Sell
8,910
-143
-2% -$8.37K ﹤0.01% 1285
2024
Q2 		$491K Buy
9,053
+6
+0.1% +$328 ﹤0.01% 1298
2024
Q1 		$512K Sell
9,047
-2,200
-20% -$131K ﹤0.01% 1302
2023
Q4 		$735K Sell
11,247
-314
-3% -$19.9K 0.01% 1277
2023
Q3 		$695K Buy
11,561
+306
+3% +$20.5K 0.01% 1272
2023
Q2 		$789K Buy
11,255
+38
+0.3% +$2.87K 0.01% 1227
2023
Q1 		$854K Sell
11,217
-980
-8% -$75.7K 0.01% 1171
2022
Q4 		$990K Buy
12,197
+8,715
+250% +$623K 0.01% 1161
2022
Q3 		$201K Buy
3,482
+33
+1% +$2.13K ﹤0.01% 1848
2022
Q2 		$215K Buy
3,449
+110
+3% +$6.8K ﹤0.01% 1848
2022
Q1 		$232K Sell
3,339
-249
-7% -$16.8K ﹤0.01% 1883
2021
Q4 		$263K Sell
3,588
-32
-0.9% -$2.23K ﹤0.01% 1878
2021
Q3 		$239K Sell
3,620
-267
-7% -$18K ﹤0.01% 1923
2021
Q2 		$246K Buy
+3,887
New +$252K ﹤0.01% 1962
2021
Q1 		– Sell
-3,253
Closed -$226K – 1620
2020
Q4 		$226K Buy
+3,253
New +$211K 0.01% 1380
2020
Q3 		– Sell
-3,305
Closed -$205K – 1514
2020
Q2 		$205K Sell
3,305
-1,160
-26% -$69.6K 0.01% 1292
2020
Q1 		$258K Sell
4,465
-172
-4% -$11.6K 0.01% 1218
2019
Q4 		$330K Buy
4,637
+272
+6% +$19.2K 0.01% 1349
2019
Q3 		$298K Sell
4,365
-69
-2% -$4.53K 0.01% 1327
2019
Q2 		$269K Buy
+4,434
New +$273K 0.01% 1420

Other funds holding HTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Amalgamated Bank's HTO Position: Q2 2026 in Review

Amalgamated Bank reduced its H2O America (HTO) stake by 1.6% in Q2 2026, selling an estimated $9.74K and leaving 10,459 shares worth $636K. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

Amalgamated Bank first reported a position in HTO in Q2 2019 and has held it in 27 quarters since. The position peaked at $990K in Q4 2022. 135 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Amalgamated Bank held 10,459 shares of H2O America worth $636K as of Q2 2026.
  • Amalgamated Bank sold 168 H2O America shares in Q2 2026, an estimated $9.74K.
  • H2O America made up ﹤0.01% of Amalgamated Bank's portfolio in Q2 2026, its #1289 holding.
  • Amalgamated Bank first reported a position in H2O America in Q2 2019 and has held it in 27 quarters since.
  • Amalgamated Bank's H2O America position peaked at $990K in Q4 2022.
  • 135 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

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