AB
REFI

Amalgamated Bank’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Amalgamated Bank’s Portfolio REFI Stock Details REFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-570
Closed -$7K – 2555
2025
Q4 		$7K Buy
570
+11
+2% +$141 ﹤0.01% 2596
2025
Q3 		$7K Hold
559
– – ﹤0.01% 2631
2025
Q2 		$8K Hold
559
– – ﹤0.01% 2548
2025
Q1 		$8K Hold
559
– – ﹤0.01% 2484
2024
Q4 		$9K Hold
559
– – ﹤0.01% 2495
2024
Q3 		$9K Hold
559
– – ﹤0.01% 2514
2024
Q2 		$9K Hold
559
– – ﹤0.01% 2526
2024
Q1 		$9K Sell
559
-876
-61% -$14K ﹤0.01% 2496
2023
Q4 		$23K Buy
1,435
+250
+21% +$3.81K ﹤0.01% 2589
2023
Q3 		$17K Hold
1,185
– – ﹤0.01% 2735
2023
Q2 		$18K Buy
1,185
+558
+89% +$8.1K ﹤0.01% 2796
2023
Q1 		$8K Sell
627
-242
-28% -$3.54K ﹤0.01% 2849
2022
Q4 		$13K Hold
869
– – ﹤0.01% 2841
2022
Q3 		$13K Hold
869
– – ﹤0.01% 2906
2022
Q2 		$13K Sell
869
-740
-46% -$12.5K ﹤0.01% 2950
2022
Q1 		$29K Buy
+1,609
New +$29.8K ﹤0.01% 2695

Other funds holding REFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
CP
Clayton Partners Berkeley, California $152M AUM 42.38% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $239M AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Amalgamated Bank's REFI Position: Q1 2026 in Review

Amalgamated Bank sold out of Chicago Atlantic Real Estate Finance (REFI) in Q1 2026, closing a stake of 570 shares — an estimated $7K sold.

Amalgamated Bank first reported a position in REFI in Q1 2022 and held it in 16 quarters. The position peaked at $29K in Q1 2022. 100 funds tracked by Wall St. Rank hold REFI as of Q1 2026.

  • Amalgamated Bank reported no remaining Chicago Atlantic Real Estate Finance position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 570 Chicago Atlantic Real Estate Finance shares in Q1 2026, an estimated $7K.
  • Amalgamated Bank first reported a position in Chicago Atlantic Real Estate Finance in Q1 2022 and held it in 16 quarters.
  • Amalgamated Bank's Chicago Atlantic Real Estate Finance position peaked at $29K in Q1 2022.
  • 100 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q1 2026.

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