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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
+8,278
New +$2.67M 0.02% 648
2026
Q1 		– Sell
-568
Closed -$110K – 2191
2025
Q4 		$110K Sell
568
-10
-2% -$2.01K ﹤0.01% 1687
2025
Q3 		$115K Hold
578
– – ﹤0.01% 1678
2025
Q2 		$86K Hold
578
– – ﹤0.01% 1725
2025
Q1 		$48K Buy
578
+2
+0.3% +$209 ﹤0.01% 1802
2024
Q4 		$58K Hold
576
– – ﹤0.01% 1802
2024
Q3 		$57K Hold
576
– – ﹤0.01% 1810
2024
Q2 		$40K Buy
576
+28
+5% +$1.97K ﹤0.01% 1905
2024
Q1 		$33K Sell
548
-1,820
-77% -$87.2K ﹤0.01% 1975
2023
Q4 		$94K Sell
2,368
-180
-7% -$6.28K ﹤0.01% 2016
2023
Q3 		$84K Hold
2,548
– – ﹤0.01% 2056
2023
Q2 		$72K Buy
2,548
+350
+16% +$8.36K ﹤0.01% 2180
2023
Q1 		$47K Sell
2,198
-408
-16% -$8.37K ﹤0.01% 2331
2022
Q4 		$46K Hold
2,606
– – ﹤0.01% 2451
2022
Q3 		$36K Buy
2,606
+12
+0.5% +$185 ﹤0.01% 2595
2022
Q2 		$39K Sell
2,594
-236
-8% -$3.8K ﹤0.01% 2600
2022
Q1 		$57K Buy
+2,830
New +$63.8K ﹤0.01% 2412

Other funds holding IESC

GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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: 8,278 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. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Amalgamated Bank held 8,278 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.
  • 414 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.