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Amalgamated Bank’s Inovio Pharmaceuticals INO Stock Holding History

Amalgamated Bank’s Portfolio INO Stock Details INO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-879
Closed -$1K – 3068
2025
Q1 		$1K Hold
879
– – ﹤0.01% 2914
2024
Q4 		$2K Hold
879
– – ﹤0.01% 2907
2024
Q3 		$5K Hold
879
– – ﹤0.01% 2755
2024
Q2 		$7K Buy
+879
New +$9.25K ﹤0.01% 2612
2023
Q2 		– Sell
-2,158
Closed -$21K – 3074
2023
Q1 		$21K Sell
2,158
-503
-19% -$8.57K ﹤0.01% 2625
2022
Q4 		$50K Hold
2,661
– – ﹤0.01% 2416
2022
Q3 		$55K Buy
2,661
+397
+18% +$10.2K ﹤0.01% 2414
2022
Q2 		$47K Buy
2,264
+190
+9% +$5.36K ﹤0.01% 2517
2022
Q1 		$89K Sell
2,074
-160
-7% -$7.21K ﹤0.01% 2238
2021
Q4 		$134K Sell
2,234
-20
-0.9% -$1.6K ﹤0.01% 2029
2021
Q3 		$194K Sell
2,254
-166
-7% -$16.7K ﹤0.01% 1996
2021
Q2 		$269K Buy
2,420
+243
+11% +$23.3K ﹤0.01% 1931
2021
Q1 		$242K Buy
2,177
+113
+5% +$14.9K 0.01% 1377
2020
Q4 		$219K Buy
2,064
+33
+2% +$4.39K 0.01% 1401
2020
Q3 		$283K Buy
2,031
+113
+6% +$23.6K 0.01% 1137
2020
Q2 		$620K Buy
1,918
+539
+39% +$86.6K 0.03% 698
2020
Q1 		$123K Buy
1,379
+29
+2% +$1.79K ﹤0.01% 1463
2019
Q4 		$53K Hold
1,350
– – ﹤0.01% 1787
2019
Q3 		$33K Sell
1,350
-12
-0.9% -$365 ﹤0.01% 1743
2019
Q2 		$48K Buy
1,362
+293
+27% +$11.6K ﹤0.01% 1751
2019
Q1 		$48K Buy
1,069
+37
+4% +$1.86K ﹤0.01% 1650
2018
Q4 		$50K Buy
+1,032
New +$62.7K ﹤0.01% 1566
2018
Q3 		– Sell
-1,051
Closed -$49K – 1529
2018
Q2 		$49K Buy
1,051
+139
+15% +$7.67K ﹤0.01% 1703
2018
Q1 		$52K Sell
912
-14
-2% -$758 ﹤0.01% 1567
2017
Q4 		$46K Buy
926
+58
+7% +$3.6K ﹤0.01% 1617
2017
Q3 		$66K Buy
+868
New +$64.6K ﹤0.01% 1534

Other funds holding INO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Amalgamated Bank's INO Position: Q2 2025 in Review

Amalgamated Bank sold out of Inovio Pharmaceuticals (INO) in Q2 2025, closing a stake of 879 shares — an estimated $1K sold.

Amalgamated Bank first reported a position in INO in Q3 2017 and held it in 26 quarters. The position peaked at $620K in Q2 2020. 103 funds tracked by Wall St. Rank hold INO as of Q2 2025.

  • Amalgamated Bank reported no remaining Inovio Pharmaceuticals position as of Q2 2025 after selling out during the quarter.
  • Amalgamated Bank sold 879 Inovio Pharmaceuticals shares in Q2 2025, an estimated $1K.
  • Amalgamated Bank first reported a position in Inovio Pharmaceuticals in Q3 2017 and held it in 26 quarters.
  • Amalgamated Bank's Inovio Pharmaceuticals position peaked at $620K in Q2 2020.
  • 103 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2025.

Based on Amalgamated Bank's 13F filing for Q2 2025, filed 4 Aug 2025.