Amalgamated Bank’s Olo Inc OLO Stock Holding History

Amalgamated Bank’s Portfolio OLO Stock Details OLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,632	Closed	-$32K	–	3018
2025 Q2	$32K	Hold	3,632	–	–	﹤0.01%	1959
2025 Q1	$22K	Hold	3,632	–	–	﹤0.01%	2029
2024 Q4	$28K	Hold	3,632	–	–	﹤0.01%	2005
2024 Q3	$18K	Hold	3,632	–	–	﹤0.01%	2175
2024 Q2	$16K	Buy	3,632 +511	+16%	+$2.42K	﹤0.01%	2218
2024 Q1	$17K	Sell	3,121 -8,769	-74%	-$47.9K	﹤0.01%	2207
2023 Q4	$68K	Sell	11,890 -929	-7%	-$5.11K	﹤0.01%	2127
2023 Q3	$78K	Hold	12,819	–	–	﹤0.01%	2089
2023 Q2	$83K	Buy	12,819 +3,514	+38%	+$25.3K	﹤0.01%	2129
2023 Q1	$76K	Sell	9,305 -2,085	-18%	-$16K	﹤0.01%	2147
2022 Q4	$71K	Hold	11,390	–	–	﹤0.01%	2287
2022 Q3	$90K	Hold	11,390	–	–	﹤0.01%	2196
2022 Q2	$112K	Buy	+11,390	New	+$124K	﹤0.01%	2125

Other funds holding OLO

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Amalgamated Bank's OLO Position: Q3 2025 in Review

Amalgamated Bank sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 3,632 shares — an estimated $32K sold.

Amalgamated Bank first reported a position in OLO in Q2 2022 and held it in 13 quarters. The position peaked at $112K in Q2 2022. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

Amalgamated Bank reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
Amalgamated Bank sold 3,632 Olo Inc shares in Q3 2025, an estimated $32K.
Amalgamated Bank first reported a position in Olo Inc in Q2 2022 and held it in 13 quarters.
Amalgamated Bank's Olo Inc position peaked at $112K in Q2 2022.
3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

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