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Amalgamated Bank’s Malibu Boats MBUU Stock Holding History

Amalgamated Bank’s Portfolio MBUU Stock Details MBUU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-580
Closed -$16K – 2319
2025
Q4 		$16K Sell
580
-137
-19% -$3.97K ﹤0.01% 2215
2025
Q3 		$23K Hold
717
– – ﹤0.01% 2064
2025
Q2 		$22K Hold
717
– – ﹤0.01% 2075
2025
Q1 		$22K Hold
717
– – ﹤0.01% 2028
2024
Q4 		$27K Hold
717
– – ﹤0.01% 2014
2024
Q3 		$28K Hold
717
– – ﹤0.01% 2013
2024
Q2 		$25K Hold
717
– – ﹤0.01% 2048
2024
Q1 		$31K Sell
717
-1,772
-71% -$81.2K ﹤0.01% 1995
2023
Q4 		$136K Sell
2,489
-214
-8% -$10.3K ﹤0.01% 1907
2023
Q3 		$133K Hold
2,703
– – ﹤0.01% 1914
2023
Q2 		$159K Sell
2,703
-151
-5% -$8.48K ﹤0.01% 1910
2023
Q1 		$161K Sell
2,854
-428
-13% -$25K ﹤0.01% 1882
2022
Q4 		$175K Hold
3,282
– – ﹤0.01% 1910
2022
Q3 		$158K Buy
3,282
+7
+0.2% +$413 ﹤0.01% 1942
2022
Q2 		$173K Sell
3,275
-106
-3% -$5.75K ﹤0.01% 1937
2022
Q1 		$196K Sell
3,381
-266
-7% -$17.1K ﹤0.01% 1946
2021
Q4 		$251K Sell
3,647
-40
-1% -$2.81K ﹤0.01% 1892
2021
Q3 		$258K Sell
3,687
-227
-6% -$17.1K ﹤0.01% 1898
2021
Q2 		$287K Buy
3,914
+963
+33% +$76.6K ﹤0.01% 1908
2021
Q1 		$235K Sell
2,951
-260
-8% -$20K 0.01% 1398
2020
Q4 		$200K Buy
+3,211
New +$185K 0.01% 1452

Other funds holding MBUU

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TLM
Twin Lions Management Stamford, Connecticut $165M AUM 10.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
LHC
Lodge Hill Capital New York $518M AUM 12.89% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Amalgamated Bank's MBUU Position: Q1 2026 in Review

Amalgamated Bank sold out of Malibu Boats (MBUU) in Q1 2026, closing a stake of 580 shares — an estimated $16K sold.

Amalgamated Bank first reported a position in MBUU in Q4 2020 and held it in 21 quarters. The position peaked at $287K in Q2 2021. 135 funds tracked by Wall St. Rank hold MBUU as of Q1 2026.

  • Amalgamated Bank reported no remaining Malibu Boats position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 580 Malibu Boats shares in Q1 2026, an estimated $16K.
  • Amalgamated Bank first reported a position in Malibu Boats in Q4 2020 and held it in 21 quarters.
  • Amalgamated Bank's Malibu Boats position peaked at $287K in Q2 2021.
  • 135 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2026.

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