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Amalgamated Bank’s Orion OEC Stock Holding History

Amalgamated Bank’s Portfolio OEC Stock Details OEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,743
Closed -$9K – 2444
2025
Q4 		$9K Sell
1,743
-202
-10% -$1.1K ﹤0.01% 2480
2025
Q3 		$15K Hold
1,945
– – ﹤0.01% 2271
2025
Q2 		$20K Hold
1,945
– – ﹤0.01% 2114
2025
Q1 		$25K Hold
1,945
– – ﹤0.01% 1989
2024
Q4 		$31K Hold
1,945
– – ﹤0.01% 1973
2024
Q3 		$35K Hold
1,945
– – ﹤0.01% 1950
2024
Q2 		$43K Buy
1,945
+89
+5% +$2.14K ﹤0.01% 1890
2024
Q1 		$44K Sell
1,856
-6,267
-77% -$145K ﹤0.01% 1894
2023
Q4 		$225K Sell
8,123
-616
-7% -$14.1K ﹤0.01% 1758
2023
Q3 		$186K Hold
8,739
– – ﹤0.01% 1812
2023
Q2 		$185K Buy
8,739
+163
+2% +$3.93K ﹤0.01% 1848
2023
Q1 		$224K Sell
8,576
-1,117
-12% -$25.3K ﹤0.01% 1757
2022
Q4 		$173K Hold
9,693
– – ﹤0.01% 1915
2022
Q3 		$129K Buy
9,693
+154
+2% +$2.5K ﹤0.01% 2032
2022
Q2 		$148K Sell
9,539
-328
-3% -$5.5K ﹤0.01% 2005
2022
Q1 		$158K Sell
9,867
-833
-8% -$14.3K ﹤0.01% 2028
2021
Q4 		$196K Sell
10,700
-116
-1% -$2.16K ﹤0.01% 1979
2021
Q3 		$197K Sell
10,816
-630
-6% -$11.3K ﹤0.01% 1992
2021
Q2 		$217K Buy
+11,446
New +$226K ﹤0.01% 2004
2020
Q2 		– Sell
-10,264
Closed -$77K – 1599
2020
Q1 		$77K Sell
10,264
-400
-4% -$5.79K ﹤0.01% 1524
2019
Q4 		$206K Buy
10,664
+622
+6% +$11.2K ﹤0.01% 1625
2019
Q3 		$168K Sell
10,042
-61
-0.6% -$998 ﹤0.01% 1580
2019
Q2 		$216K Buy
+10,103
New +$200K 0.01% 1542

Other funds holding OEC

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amalgamated Bank's OEC Position: Q1 2026 in Review

Amalgamated Bank sold out of Orion (OEC) in Q1 2026, closing a stake of 1,743 shares — an estimated $9K sold.

Amalgamated Bank first reported a position in OEC in Q2 2019 and held it in 23 quarters. The position peaked at $225K in Q4 2023. 180 funds tracked by Wall St. Rank hold OEC as of Q1 2026.

  • Amalgamated Bank reported no remaining Orion position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 1,743 Orion shares in Q1 2026, an estimated $9K.
  • Amalgamated Bank first reported a position in Orion in Q2 2019 and held it in 23 quarters.
  • Amalgamated Bank's Orion position peaked at $225K in Q4 2023.
  • 180 funds tracked by Wall St. Rank held Orion as of Q1 2026.

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