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Amalgamated Bank’s IBEX IBEX Stock Holding History

Amalgamated Bank’s Portfolio IBEX Stock Details IBEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-315
Closed -$12K – 2184
2025
Q4 		$12K Sell
315
-8
-2% -$296 ﹤0.01% 2341
2025
Q3 		$13K Hold
323
– – ﹤0.01% 2339
2025
Q2 		$9K Hold
323
– – ﹤0.01% 2482
2025
Q1 		$8K Hold
323
– – ﹤0.01% 2468
2024
Q4 		$7K Hold
323
– – ﹤0.01% 2594
2024
Q3 		$6K Hold
323
– – ﹤0.01% 2698
2024
Q2 		$5K Hold
323
– – ﹤0.01% 2770
2024
Q1 		$5K Sell
323
-1,180
-79% -$19.3K ﹤0.01% 2715
2023
Q4 		$29K Sell
1,503
-96
-6% -$1.67K ﹤0.01% 2478
2023
Q3 		$25K Hold
1,599
– – ﹤0.01% 2543
2023
Q2 		$34K Buy
1,599
+334
+26% +$7.14K ﹤0.01% 2481
2023
Q1 		$31K Sell
1,265
-370
-23% -$9.9K ﹤0.01% 2492
2022
Q4 		$41K Buy
1,635
+730
+81% +$16.5K ﹤0.01% 2508
2022
Q3 		$17K Buy
905
+13
+1% +$228 ﹤0.01% 2854
2022
Q2 		$15K Sell
892
-30
-3% -$489 ﹤0.01% 2918
2022
Q1 		$15K Buy
+922
New +$13.7K ﹤0.01% 2878

Other funds holding IBEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Amalgamated Bank's IBEX Position: Q1 2026 in Review

Amalgamated Bank sold out of IBEX (IBEX) in Q1 2026, closing a stake of 315 shares — an estimated $12K sold.

Amalgamated Bank first reported a position in IBEX in Q1 2022 and held it in 16 quarters. The position peaked at $41K in Q4 2022. 167 funds tracked by Wall St. Rank hold IBEX as of Q1 2026.

  • Amalgamated Bank reported no remaining IBEX position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 315 IBEX shares in Q1 2026, an estimated $12K.
  • Amalgamated Bank first reported a position in IBEX in Q1 2022 and held it in 16 quarters.
  • Amalgamated Bank's IBEX position peaked at $41K in Q4 2022.
  • 167 funds tracked by Wall St. Rank held IBEX as of Q1 2026.

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