AB
MDV

Amalgamated Bank’s Modiv Industrial MDV Stock Holding History

Amalgamated Bank’s Portfolio MDV Stock Details MDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-294
Closed -$4K – 2325
2025
Q4 		$4K Sell
294
-25
-8% -$364 ﹤0.01% 2796
2025
Q3 		$5K Hold
319
– – ﹤0.01% 2774
2025
Q2 		$4K Buy
+319
New +$4.73K ﹤0.01% 2850

Other funds holding MDV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MIM
Meixler Investment Management Show Low, Arizona $186M AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Amalgamated Bank's MDV Position: Q1 2026 in Review

Amalgamated Bank sold out of Modiv Industrial (MDV) in Q1 2026, closing a stake of 294 shares — an estimated $4K sold.

Amalgamated Bank first reported a position in MDV in Q2 2025 and held it in 3 quarters. The position peaked at $5K in Q3 2025. 86 funds tracked by Wall St. Rank hold MDV as of Q1 2026.

  • Amalgamated Bank reported no remaining Modiv Industrial position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 294 Modiv Industrial shares in Q1 2026, an estimated $4K.
  • Amalgamated Bank first reported a position in Modiv Industrial in Q2 2025 and held it in 3 quarters.
  • Amalgamated Bank's Modiv Industrial position peaked at $5K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Modiv Industrial as of Q1 2026.

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