Amalgamated Bank’s OppFi OPFI Stock Holding History

Amalgamated Bank’s Portfolio OPFI Stock Details OPFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-839	Closed	-$9K	–	2459
2025 Q4	$9K	Buy	839 +184	+28%	+$1.87K	﹤0.01%	2483
2025 Q3	$7K	Hold	655	–	–	﹤0.01%	2623
2025 Q2	$9K	Hold	655	–	–	﹤0.01%	2494
2025 Q1	$6K	Buy	655 +325	+98%	+$3.62K	﹤0.01%	2607
2024 Q4	$3K	Hold	330	–	–	﹤0.01%	2862
2024 Q3	$2K	Hold	330	–	–	﹤0.01%	2940
2024 Q2	$1K	Hold	330	–	–	﹤0.01%	2984
2024 Q1	$1K	Sell	330 -644	-66%	-$2.19K	﹤0.01%	2922
2023 Q4	$5K	Sell	974 -98	-9%	-$312	﹤0.01%	2942
2023 Q3	$3K	Hold	1,072	–	–	﹤0.01%	2994
2023 Q2	$2K	Sell	1,072 -2,157	-67%	-$4.48K	﹤0.01%	3020
2023 Q1	$7K	Sell	3,229 -535	-14%	-$1.12K	﹤0.01%	2864
2022 Q4	$8K	Hold	3,764	–	–	﹤0.01%	2899
2022 Q3	$9K	Hold	3,764	–	–	﹤0.01%	2952
2022 Q2	$12K	Buy	+3,764	New	+$12.1K	﹤0.01%	2965

Other funds holding OPFI

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Amalgamated Bank's OPFI Position: Q1 2026 in Review

Amalgamated Bank sold out of OppFi (OPFI) in Q1 2026, closing a stake of 839 shares — an estimated $9K sold.

Amalgamated Bank first reported a position in OPFI in Q2 2022 and held it in 15 quarters. The position peaked at $12K in Q2 2022. 146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

Amalgamated Bank reported no remaining OppFi position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 839 OppFi shares in Q1 2026, an estimated $9K.
Amalgamated Bank first reported a position in OppFi in Q2 2022 and held it in 15 quarters.
Amalgamated Bank's OppFi position peaked at $12K in Q2 2022.
146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

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