AB
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Amalgamated Bank’s ePlus PLUS Stock Holding History

Amalgamated Bank’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$585K Sell
7,034
-503
-7% -$41.8K ﹤0.01% 1308
2026
Q1 		$567K Sell
7,537
-124
-2% -$10.2K ﹤0.01% 1278
2025
Q4 		$672K Sell
7,661
-115
-1% -$9.49K ﹤0.01% 1213
2025
Q3 		$552K Buy
7,776
+259
+3% +$18.3K ﹤0.01% 1271
2025
Q2 		$542K Sell
7,517
-19
-0.3% -$1.25K ﹤0.01% 1249
2025
Q1 		$460K Sell
7,536
-240
-3% -$17K ﹤0.01% 1289
2024
Q4 		$574K Sell
7,776
-50
-0.6% -$4.37K ﹤0.01% 1253
2024
Q3 		$770K Sell
7,826
-300
-4% -$26.4K 0.01% 1146
2024
Q2 		$599K Sell
8,126
-334
-4% -$25.5K 0.01% 1236
2024
Q1 		$664K Sell
8,460
-1,520
-15% -$118K 0.01% 1202
2023
Q4 		$797K Sell
9,980
-553
-5% -$37K 0.01% 1247
2023
Q3 		$669K Sell
10,533
-341
-3% -$21.1K 0.01% 1282
2023
Q2 		$612K Sell
10,874
-1,073
-9% -$52.9K 0.01% 1337
2023
Q1 		$586K Sell
11,947
-835
-7% -$42.4K 0.01% 1356
2022
Q4 		$566K Hold
12,782
– – 0.01% 1412
2022
Q3 		$531K Buy
12,782
+100
+0.8% +$4.89K 0.01% 1404
2022
Q2 		$674K Buy
12,682
+576
+5% +$32.2K 0.01% 1322
2022
Q1 		$679K Sell
12,106
-600
-5% -$29.8K 0.01% 1410
2021
Q4 		$685K Sell
12,706
-350
-3% -$19.3K 0.01% 1420
2021
Q3 		$670K Sell
13,056
-242
-2% -$12K 0.01% 1440
2021
Q2 		$576K Buy
+13,298
New +$635K ﹤0.01% 1563
2020
Q1 		– Sell
-5,108
Closed -$215K – 1754
2019
Q4 		$215K Buy
+5,108
New +$208K ﹤0.01% 1609
2018
Q3 		– Sell
-4,434
Closed -$209K – 1576
2018
Q2 		$209K Buy
+4,434
New +$193K 0.01% 1553

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Amalgamated Bank's PLUS Position: Q2 2026 in Review

Amalgamated Bank reduced its ePlus (PLUS) stake by 6.7% in Q2 2026, selling an estimated $41.8K and leaving 7,034 shares worth $585K. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

Amalgamated Bank first reported a position in PLUS in Q2 2018 and has held it in 23 quarters since. The position peaked at $797K in Q4 2023. 126 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • Amalgamated Bank held 7,034 shares of ePlus worth $585K as of Q2 2026.
  • Amalgamated Bank sold 503 ePlus shares in Q2 2026, an estimated $41.8K.
  • ePlus made up ﹤0.01% of Amalgamated Bank's portfolio in Q2 2026, its #1308 holding.
  • Amalgamated Bank first reported a position in ePlus in Q2 2018 and has held it in 23 quarters since.
  • Amalgamated Bank's ePlus position peaked at $797K in Q4 2023.
  • 126 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.