Amalgamated Bank’s Resources Connection RGP Stock Holding History

Amalgamated Bank’s Portfolio RGP Stock Details RGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-982	Closed	-$5K	–	2564
2025 Q4	$5K	Sell	982 -116	-11%	-$553	﹤0.01%	2733
2025 Q3	$6K	Hold	1,098	–	–	﹤0.01%	2703
2025 Q2	$6K	Hold	1,098	–	–	﹤0.01%	2688
2025 Q1	$7K	Hold	1,098	–	–	﹤0.01%	2543
2024 Q4	$9K	Hold	1,098	–	–	﹤0.01%	2496
2024 Q3	$11K	Hold	1,098	–	–	﹤0.01%	2414
2024 Q2	$12K	Sell	1,098 -9,258	-89%	-$104K	﹤0.01%	2359
2024 Q1	$136K	Sell	10,356 -1,756	-14%	-$23.5K	﹤0.01%	1675
2023 Q4	$172K	Sell	12,112 -1,337	-10%	-$18.7K	﹤0.01%	1840
2023 Q3	$201K	Buy	13,449 +1,203	+10%	+$18.9K	﹤0.01%	1788
2023 Q2	$192K	Sell	12,246 -1,108	-8%	-$17.2K	﹤0.01%	1826
2023 Q1	$228K	Sell	13,354 -1,145	-8%	-$20.1K	﹤0.01%	1749
2022 Q4	$266K	Buy	14,499 +95	+0.7%	+$1.75K	﹤0.01%	1745
2022 Q3	$260K	Buy	14,404 +340	+2%	+$6.82K	﹤0.01%	1748
2022 Q2	$286K	Buy	14,064 +90	+0.6%	+$1.61K	﹤0.01%	1727
2022 Q1	$240K	Sell	13,974 -817	-6%	-$14K	﹤0.01%	1867
2021 Q4	$264K	Sell	14,791 -250	-2%	-$4.42K	﹤0.01%	1877
2021 Q3	$237K	Sell	15,041 -194	-1%	-$2.92K	﹤0.01%	1930
2021 Q2	$219K	Buy	+15,235	New	+$220K	﹤0.01%	2002

Other funds holding RGP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Circumference Group Little Rock, Arkansas $44.6M AUM 5.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return