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Amalgamated Bank’s Perella Weinberg Partners PWP Stock Holding History

Amalgamated Bank’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,954
Closed -$34K – 2534
2025
Q4 		$34K Buy
1,954
+163
+9% +$3.04K ﹤0.01% 1938
2025
Q3 		$38K Hold
1,791
– – ﹤0.01% 1924
2025
Q2 		$35K Hold
1,791
– – ﹤0.01% 1930
2025
Q1 		$33K Buy
1,791
+354
+25% +$8.03K ﹤0.01% 1906
2024
Q4 		$34K Hold
1,437
– – ﹤0.01% 1942
2024
Q3 		$28K Hold
1,437
– – ﹤0.01% 2015
2024
Q2 		$23K Buy
1,437
+173
+14% +$2.61K ﹤0.01% 2066
2024
Q1 		$18K Sell
1,264
-4,599
-78% -$57.8K ﹤0.01% 2176
2023
Q4 		$72K Sell
5,863
-376
-6% -$4.09K ﹤0.01% 2108
2023
Q3 		$64K Hold
6,239
– – ﹤0.01% 2146
2023
Q2 		$52K Buy
6,239
+756
+14% +$6.24K ﹤0.01% 2304
2023
Q1 		$50K Sell
5,483
-1,279
-19% -$12.8K ﹤0.01% 2308
2022
Q4 		$66K Hold
6,762
– – ﹤0.01% 2304
2022
Q3 		$43K Sell
6,762
-483
-7% -$3.43K ﹤0.01% 2526
2022
Q2 		$42K Buy
+7,245
New +$52.4K ﹤0.01% 2566

Other funds holding PWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Amalgamated Bank's PWP Position: Q1 2026 in Review

Amalgamated Bank sold out of Perella Weinberg Partners (PWP) in Q1 2026, closing a stake of 1,954 shares — an estimated $34K sold.

Amalgamated Bank first reported a position in PWP in Q2 2022 and held it in 15 quarters. The position peaked at $72K in Q4 2023. 164 funds tracked by Wall St. Rank hold PWP as of Q1 2026.

  • Amalgamated Bank reported no remaining Perella Weinberg Partners position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 1,954 Perella Weinberg Partners shares in Q1 2026, an estimated $34K.
  • Amalgamated Bank first reported a position in Perella Weinberg Partners in Q2 2022 and held it in 15 quarters.
  • Amalgamated Bank's Perella Weinberg Partners position peaked at $72K in Q4 2023.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q1 2026.

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