Amalgamated Bank’s MarketWise MKTW Stock Holding History

Amalgamated Bank’s Portfolio MKTW Stock Details MKTW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-62	Closed	-$1K	–	2345
2025 Q4	$1K	Buy	62 +33	+114%	+$516	﹤0.01%	2949
2025 Q3	$0	Hold	29	–	–	﹤0.01%	3015
2025 Q2	$1K	Hold	29	–	–	﹤0.01%	2996
2025 Q1	$0	Hold	29	–	–	﹤0.01%	2957
2024 Q4	$0	Hold	29	–	–	﹤0.01%	2978
2024 Q3	$0	Hold	29	–	–	﹤0.01%	2994
2024 Q2	$1K	Hold	29	–	–	﹤0.01%	2983
2024 Q1	$1K	Sell	29 -144	-83%	-$6.11K	﹤0.01%	2920
2023 Q4	$9K	Sell	173 -9	-5%	-$440	﹤0.01%	2877
2023 Q3	$6K	Buy	182 +105	+136%	+$3.56K	﹤0.01%	2962
2023 Q2	$3K	Sell	77 -101	-57%	-$3.96K	﹤0.01%	3012
2023 Q1	$7K	Sell	178 -14	-7%	-$563	﹤0.01%	2863
2022 Q4	$6K	Hold	192	–	–	﹤0.01%	2923
2022 Q3	$9K	Hold	192	–	–	﹤0.01%	2950
2022 Q2	$14K	Buy	+192	New	+$13.3K	﹤0.01%	2935

Other funds holding MKTW

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

SRB

Sid R. Bass $2.6M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

MIM

MTM Investment Management Spartanburg, South Carolina $350M AUM 24.14% 1-Year Est. Return

Amalgamated Bank's MKTW Position: Q1 2026 in Review

Amalgamated Bank sold out of MarketWise (MKTW) in Q1 2026, closing a stake of 62 shares — an estimated $1K sold.

Amalgamated Bank first reported a position in MKTW in Q2 2022 and held it in 15 quarters. The position peaked at $14K in Q2 2022. 52 funds tracked by Wall St. Rank hold MKTW as of Q1 2026.

Amalgamated Bank reported no remaining MarketWise position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 62 MarketWise shares in Q1 2026, an estimated $1K.
Amalgamated Bank first reported a position in MarketWise in Q2 2022 and held it in 15 quarters.
Amalgamated Bank's MarketWise position peaked at $14K in Q2 2022.
52 funds tracked by Wall St. Rank held MarketWise as of Q1 2026.

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