Amalgamated Bank’s Peoples Financial Services PFIS Stock Holding History

Amalgamated Bank’s Portfolio PFIS Stock Details PFIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-293	Closed	-$14K	–	2495
2025 Q4	$14K	Sell	293 -25	-8%	-$1.21K	﹤0.01%	2286
2025 Q3	$15K	Hold	318	–	–	﹤0.01%	2273
2025 Q2	$16K	Hold	318	–	–	﹤0.01%	2210
2025 Q1	$14K	Buy	318 +74	+30%	+$3.62K	﹤0.01%	2228
2024 Q4	$12K	Hold	244	–	–	﹤0.01%	2359
2024 Q3	$11K	Hold	244	–	–	﹤0.01%	2410
2024 Q2	$11K	Hold	244	–	–	﹤0.01%	2400
2024 Q1	$11K	Sell	244 -373	-60%	-$16K	﹤0.01%	2399
2023 Q4	$30K	Sell	617 -72	-10%	-$3.08K	﹤0.01%	2466
2023 Q3	$28K	Hold	689	–	–	﹤0.01%	2499
2023 Q2	$30K	Sell	689 -36	-5%	-$1.47K	﹤0.01%	2529
2023 Q1	$31K	Sell	725 -163	-18%	-$8.01K	﹤0.01%	2494
2022 Q4	$46K	Hold	888	–	–	﹤0.01%	2456
2022 Q3	$42K	Hold	888	–	–	﹤0.01%	2538
2022 Q2	$50K	Buy	888 +41	+5%	+$2.08K	﹤0.01%	2486
2022 Q1	$43K	Buy	+847	New	+$42.3K	﹤0.01%	2549

Other funds holding PFIS

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

PFSC

Peoples Financial Services Corp Dunmore, Pennsylvania $211M AUM 25.07% 1-Year Est. Return

BCM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Amalgamated Bank's PFIS Position: Q1 2026 in Review

Amalgamated Bank sold out of Peoples Financial Services (PFIS) in Q1 2026, closing a stake of 293 shares — an estimated $14K sold.

Amalgamated Bank first reported a position in PFIS in Q1 2022 and held it in 16 quarters. The position peaked at $50K in Q2 2022. 114 funds tracked by Wall St. Rank hold PFIS as of Q1 2026.

Amalgamated Bank reported no remaining Peoples Financial Services position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 293 Peoples Financial Services shares in Q1 2026, an estimated $14K.
Amalgamated Bank first reported a position in Peoples Financial Services in Q1 2022 and held it in 16 quarters.
Amalgamated Bank's Peoples Financial Services position peaked at $50K in Q2 2022.
114 funds tracked by Wall St. Rank held Peoples Financial Services as of Q1 2026.

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