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Amalgamated Bank’s Phreesia PHR Stock Holding History

Amalgamated Bank’s Portfolio PHR Stock Details PHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,798
Closed -$30K – 2501
2025
Q4 		$30K Sell
1,798
-119
-6% -$2.46K ﹤0.01% 1968
2025
Q3 		$45K Hold
1,917
– – ﹤0.01% 1872
2025
Q2 		$55K Hold
1,917
– – ﹤0.01% 1810
2025
Q1 		$49K Buy
1,917
+106
+6% +$2.88K ﹤0.01% 1800
2024
Q4 		$46K Hold
1,811
– – ﹤0.01% 1855
2024
Q3 		$41K Hold
1,811
– – ﹤0.01% 1902
2024
Q2 		$38K Buy
1,811
+111
+7% +$2.41K ﹤0.01% 1924
2024
Q1 		$41K Sell
1,700
-5,863
-78% -$146K ﹤0.01% 1910
2023
Q4 		$175K Sell
7,563
-153
-2% -$2.64K ﹤0.01% 1833
2023
Q3 		$144K Hold
7,716
– – ﹤0.01% 1890
2023
Q2 		$239K Buy
7,716
+1,612
+26% +$50.5K ﹤0.01% 1751
2023
Q1 		$197K Sell
6,104
-1,029
-14% -$36.2K ﹤0.01% 1810
2022
Q4 		$231K Buy
7,133
+102
+1% +$2.77K ﹤0.01% 1802
2022
Q3 		$179K Buy
7,031
+57
+0.8% +$1.42K ﹤0.01% 1892
2022
Q2 		$174K Sell
6,974
-1,128
-14% -$24.8K ﹤0.01% 1936
2022
Q1 		$214K Sell
8,102
-599
-7% -$18.4K ﹤0.01% 1913
2021
Q4 		$362K Buy
8,701
+24
+0.3% +$1.43K ﹤0.01% 1731
2021
Q3 		$535K Buy
8,677
+1,478
+21% +$98.6K ﹤0.01% 1539
2021
Q2 		$441K Buy
7,199
+2,455
+52% +$128K ﹤0.01% 1702
2021
Q1 		$247K Sell
4,744
-416
-8% -$26.2K 0.01% 1365
2020
Q4 		$280K Buy
+5,160
New +$221K 0.01% 1267

Other funds holding PHR

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AG
Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PM
Prosight Management Dallas, Texas $580M AUM 29.81% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Amalgamated Bank's PHR Position: Q1 2026 in Review

Amalgamated Bank sold out of Phreesia (PHR) in Q1 2026, closing a stake of 1,798 shares — an estimated $30K sold.

Amalgamated Bank first reported a position in PHR in Q4 2020 and held it in 21 quarters. The position peaked at $535K in Q3 2021. 246 funds tracked by Wall St. Rank hold PHR as of Q1 2026.

  • Amalgamated Bank reported no remaining Phreesia position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 1,798 Phreesia shares in Q1 2026, an estimated $30K.
  • Amalgamated Bank first reported a position in Phreesia in Q4 2020 and held it in 21 quarters.
  • Amalgamated Bank's Phreesia position peaked at $535K in Q3 2021.
  • 246 funds tracked by Wall St. Rank held Phreesia as of Q1 2026.

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