Amalgamated Bank’s NACCO Industries NC Stock Holding History

Amalgamated Bank’s Portfolio NC Stock Details NC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-125	Closed	-$6K	–	2385
2025 Q4	$6K	Sell	125 -16	-11%	-$736	﹤0.01%	2654
2025 Q3	$6K	Hold	141	–	–	﹤0.01%	2686
2025 Q2	$6K	Hold	141	–	–	﹤0.01%	2674
2025 Q1	$5K	Hold	141	–	–	﹤0.01%	2675
2024 Q4	$4K	Hold	141	–	–	﹤0.01%	2796
2024 Q3	$4K	Hold	141	–	–	﹤0.01%	2831
2024 Q2	$4K	Hold	141	–	–	﹤0.01%	2868
2024 Q1	$4K	Sell	141 -237	-63%	-$8.03K	﹤0.01%	2785
2023 Q4	$14K	Sell	378 -42	-10%	-$1.47K	﹤0.01%	2787
2023 Q3	$15K	Hold	420	–	–	﹤0.01%	2790
2023 Q2	$15K	Hold	420	–	–	﹤0.01%	2871
2023 Q1	$15K	Sell	420 -94	-18%	-$3.52K	﹤0.01%	2742
2022 Q4	$20K	Hold	514	–	–	﹤0.01%	2752
2022 Q3	$24K	Hold	514	–	–	﹤0.01%	2762
2022 Q2	$19K	Buy	+514	New	+$24.5K	﹤0.01%	2871

Other funds holding NC

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Amalgamated Bank's NC Position: Q1 2026 in Review

Amalgamated Bank sold out of NACCO Industries (NC) in Q1 2026, closing a stake of 125 shares — an estimated $6K sold.

Amalgamated Bank first reported a position in NC in Q2 2022 and held it in 15 quarters. The position peaked at $24K in Q3 2022. 94 funds tracked by Wall St. Rank hold NC as of Q1 2026.

Amalgamated Bank reported no remaining NACCO Industries position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 125 NACCO Industries shares in Q1 2026, an estimated $6K.
Amalgamated Bank first reported a position in NACCO Industries in Q2 2022 and held it in 15 quarters.
Amalgamated Bank's NACCO Industries position peaked at $24K in Q3 2022.
94 funds tracked by Wall St. Rank held NACCO Industries as of Q1 2026.

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