Amalgamated Bank’s IES Holdings IESC Stock Holding History

Amalgamated Bank’s Portfolio IESC Stock Details IESC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.04M	Buy	+4,139	New	+$2.67M	0.02%	648
2026 Q1	–	Sell	-284	Closed	-$110K	–	2191
2025 Q4	$110K	Sell	284 -5	-2%	-$2.01K	﹤0.01%	1687
2025 Q3	$115K	Hold	289	–	–	﹤0.01%	1678
2025 Q2	$86K	Hold	289	–	–	﹤0.01%	1725
2025 Q1	$48K	Buy	289 +1	+0.3%	+$209	﹤0.01%	1802
2024 Q4	$58K	Hold	288	–	–	﹤0.01%	1802
2024 Q3	$57K	Hold	288	–	–	﹤0.01%	1810
2024 Q2	$40K	Buy	288 +14	+5%	+$1.97K	﹤0.01%	1905
2024 Q1	$33K	Sell	274 -910	-77%	-$87.2K	﹤0.01%	1975
2023 Q4	$94K	Sell	1,184 -90	-7%	-$6.28K	﹤0.01%	2016
2023 Q3	$84K	Hold	1,274	–	–	﹤0.01%	2056
2023 Q2	$72K	Buy	1,274 +175	+16%	+$8.36K	﹤0.01%	2180
2023 Q1	$47K	Sell	1,099 -204	-16%	-$8.37K	﹤0.01%	2331
2022 Q4	$46K	Hold	1,303	–	–	﹤0.01%	2451
2022 Q3	$36K	Buy	1,303 +6	+0.5%	+$185	﹤0.01%	2595
2022 Q2	$39K	Sell	1,297 -118	-8%	-$3.8K	﹤0.01%	2600
2022 Q1	$57K	Buy	+1,415	New	+$63.8K	﹤0.01%	2412

Other funds holding IESC

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UCMOK

United Capital Management of KS Salina, Kansas $763M AUM 62.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

LCM

Legato Capital Management San Francisco, California $1.21B AUM 82.36% 1-Year Est. Return

Amalgamated Bank's IESC Position: Q2 2026 in Review

Amalgamated Bank opened a new position in IES Holdings (IESC) in Q2 2026: 4,139 shares worth $3.04M. The stake represents 0.02% of the portfolio and ranks #648 among its holdings. This is a return to the name: Amalgamated Bank previously reported a position in IESC as recently as Q4 2025.

Amalgamated Bank first reported a position in IESC in Q1 2022 and has held it in 17 quarters since. 202 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

Amalgamated Bank held 4,139 shares of IES Holdings worth $3.04M as of Q2 2026.
IES Holdings was a new Amalgamated Bank position in Q2 2026.
IES Holdings made up 0.02% of Amalgamated Bank's portfolio in Q2 2026, its #648 holding.
Amalgamated Bank first reported a position in IES Holdings in Q1 2022 and has held it in 17 quarters since.
202 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

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