AB
KGEI

Amalgamated Bank’s Kolibri Global Energy KGEI Stock Holding History

Amalgamated Bank’s Portfolio KGEI Stock Details KGEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-937
Closed -$4K – 2243
2025
Q4 		$4K Sell
937
-268
-22% -$1.17K ﹤0.01% 2789
2025
Q3 		$7K Hold
1,205
– – ﹤0.01% 2613
2025
Q2 		$8K Buy
+1,205
New +$8.29K ﹤0.01% 2530

Other funds holding KGEI

TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

Amalgamated Bank's KGEI Position: Q1 2026 in Review

Amalgamated Bank sold out of Kolibri Global Energy (KGEI) in Q1 2026, closing a stake of 937 shares — an estimated $4K sold.

Amalgamated Bank first reported a position in KGEI in Q2 2025 and held it in 3 quarters. The position peaked at $8K in Q2 2025. 63 funds tracked by Wall St. Rank hold KGEI as of Q1 2026.

  • Amalgamated Bank reported no remaining Kolibri Global Energy position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 937 Kolibri Global Energy shares in Q1 2026, an estimated $4K.
  • Amalgamated Bank first reported a position in Kolibri Global Energy in Q2 2025 and held it in 3 quarters.
  • Amalgamated Bank's Kolibri Global Energy position peaked at $8K in Q2 2025.
  • 63 funds tracked by Wall St. Rank held Kolibri Global Energy as of Q1 2026.

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