Amalgamated Bank’s Kestrel Group KG Stock Holding History

Amalgamated Bank’s Portfolio KG Stock Details KG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-85	Closed	-$1K	–	2341
2025 Q4	$1K	Sell	85 -68	-44%	-$1.23K	﹤0.01%	2948
2025 Q3	$4K	Hold	153	–	–	﹤0.01%	2846
2025 Q2	$4K	Hold	153	–	–	﹤0.01%	2852
2025 Q1	$2K	Hold	153	–	–	﹤0.01%	2854
2024 Q4	$5K	Hold	153	–	–	﹤0.01%	2736
2024 Q3	$5K	Hold	153	–	–	﹤0.01%	2762
2024 Q2	$6K	Hold	153	–	–	﹤0.01%	2693
2024 Q1	$7K	Sell	153 -243	-61%	-$8.31K	﹤0.01%	2590
2023 Q4	$18K	Sell	396 -46	-10%	-$1.71K	﹤0.01%	2703
2023 Q3	$16K	Hold	442	–	–	﹤0.01%	2751
2023 Q2	$19K	Buy	+442	New	+$18.9K	﹤0.01%	2766
2022 Q2	–	Sell	-420	Closed	-$20K	–	3139
2022 Q1	$20K	Buy	+420	New	+$22.1K	﹤0.01%	2811
2018 Q1	–	Sell	-506	Closed	-$67K	–	1633
2017 Q4	$67K	Buy	+506	New	+$75.7K	﹤0.01%	1594

Other funds holding KG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

WCM

Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Amalgamated Bank's KG Position: Q1 2026 in Review

Amalgamated Bank sold out of Kestrel Group (KG) in Q1 2026, closing a stake of 85 shares — an estimated $1K sold.

Amalgamated Bank first reported a position in KG in Q4 2017 and held it in 13 quarters. The position peaked at $67K in Q4 2017. 45 funds tracked by Wall St. Rank hold KG as of Q1 2026.

Amalgamated Bank reported no remaining Kestrel Group position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 85 Kestrel Group shares in Q1 2026, an estimated $1K.
Amalgamated Bank first reported a position in Kestrel Group in Q4 2017 and held it in 13 quarters.
Amalgamated Bank's Kestrel Group position peaked at $67K in Q4 2017.
45 funds tracked by Wall St. Rank held Kestrel Group as of Q1 2026.

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