AB
NVEE

Amalgamated Bank’s NV5 Global NVEE Stock Holding History

Amalgamated Bank’s Portfolio NVEE Stock Details NVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-15,025
Closed -$347K – 3017
2025
Q2 		$347K Hold
15,025
– – ﹤0.01% 1397
2025
Q1 		$290K Sell
15,025
-291
-2% -$5.33K ﹤0.01% 1438
2024
Q4 		$289K Sell
15,316
-268
-2% -$5.88K ﹤0.01% 1476
2024
Q3 		$364K Sell
15,584
-32
-0.2% -$760 ﹤0.01% 1416
2024
Q2 		$363K Sell
15,616
-32
-0.2% -$747 ﹤0.01% 1416
2024
Q1 		$383K Sell
15,648
-6,856
-30% -$178K ﹤0.01% 1410
2023
Q4 		$625K Sell
22,504
-212
-0.9% -$5.38K 0.01% 1342
2023
Q3 		$546K Sell
22,716
-172
-0.8% -$4.43K ﹤0.01% 1365
2023
Q2 		$634K Sell
22,888
-448
-2% -$11K 0.01% 1319
2023
Q1 		$607K Sell
23,336
-1,696
-7% -$50.9K 0.01% 1339
2022
Q4 		$828K Buy
25,032
+172
+0.7% +$5.98K 0.01% 1226
2022
Q3 		$770K Buy
24,860
+872
+4% +$28.5K 0.01% 1217
2022
Q2 		$700K Buy
23,988
+1,332
+6% +$39.9K 0.01% 1303
2022
Q1 		$755K Sell
22,656
-576
-2% -$16.9K 0.01% 1350
2021
Q4 		$802K Buy
+23,232
New +$669K 0.01% 1347

Other funds holding NVEE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Amalgamated Bank's NVEE Position: Q3 2025 in Review

Amalgamated Bank sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 15,025 shares — an estimated $347K sold.

Amalgamated Bank first reported a position in NVEE in Q4 2021 and held it in 15 quarters. The position peaked at $828K in Q4 2022. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • Amalgamated Bank reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • Amalgamated Bank sold 15,025 NV5 Global shares in Q3 2025, an estimated $347K.
  • Amalgamated Bank first reported a position in NV5 Global in Q4 2021 and held it in 15 quarters.
  • Amalgamated Bank's NV5 Global position peaked at $828K in Q4 2022.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Amalgamated Bank's 13F filing for Q3 2025, filed 29 Oct 2025.