AB
PHLT

Amalgamated Bank’s Performant Healthcare Inc PHLT Stock Holding History

Amalgamated Bank’s Portfolio PHLT Stock Details PHLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,269
Closed -$18K – 3017
2025
Q3 		$18K Hold
2,269
– – ﹤0.01% 2185
2025
Q2 		$9K Hold
2,269
– – ﹤0.01% 2510
2025
Q1 		$7K Hold
2,269
– – ﹤0.01% 2558
2024
Q4 		$7K Hold
2,269
– – ﹤0.01% 2632
2024
Q3 		$8K Hold
2,269
– – ﹤0.01% 2592
2024
Q2 		$7K Hold
2,269
– – ﹤0.01% 2653
2024
Q1 		$7K Sell
2,269
-6,338
-74% -$18.1K ﹤0.01% 2617
2023
Q4 		$27K Sell
8,607
-675
-7% -$1.77K ﹤0.01% 2522
2023
Q3 		$21K Hold
9,282
– – ﹤0.01% 2652
2023
Q2 		$25K Buy
+9,282
New +$26.9K ﹤0.01% 2635

Other funds holding PHLT

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Amalgamated Bank's PHLT Position: Q4 2025 in Review

Amalgamated Bank sold out of Performant Healthcare Inc (PHLT) in Q4 2025, closing a stake of 2,269 shares — an estimated $18K sold.

Amalgamated Bank first reported a position in PHLT in Q2 2023 and held it in 10 quarters. The position peaked at $27K in Q4 2023. 1 fund tracked by Wall St. Rank holds PHLT as of Q4 2025.

  • Amalgamated Bank reported no remaining Performant Healthcare Inc position as of Q4 2025 after selling out during the quarter.
  • Amalgamated Bank sold 2,269 Performant Healthcare Inc shares in Q4 2025, an estimated $18K.
  • Amalgamated Bank first reported a position in Performant Healthcare Inc in Q2 2023 and held it in 10 quarters.
  • Amalgamated Bank's Performant Healthcare Inc position peaked at $27K in Q4 2023.
  • 1 fund tracked by Wall St. Rank held Performant Healthcare Inc as of Q4 2025.

Based on Amalgamated Bank's 13F filing for Q4 2025, filed 5 Feb 2026.