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Amalgamated Bank’s Root ROOT Stock Holding History

Amalgamated Bank’s Portfolio ROOT Stock Details ROOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-386
Closed -$28K – 2580
2025
Q4 		$28K Buy
386
+86
+29% +$6.85K ﹤0.01% 1989
2025
Q3 		$27K Hold
300
– – ﹤0.01% 2014
2025
Q2 		$38K Hold
300
– – ﹤0.01% 1909
2025
Q1 		$40K Buy
300
+1
+0.3% +$115 ﹤0.01% 1842
2024
Q4 		$22K Hold
299
– – ﹤0.01% 2090
2024
Q3 		$11K Hold
299
– – ﹤0.01% 2415
2024
Q2 		$15K Buy
+299
New +$17.3K ﹤0.01% 2243
2023
Q2 		– Sell
-810
Closed -$4K – 3110
2023
Q1 		$4K Sell
810
-172
-18% -$871 ﹤0.01% 2913
2022
Q4 		$4K Hold
982
– – ﹤0.01% 2950
2022
Q3 		$8K Sell
982
-1
-0.1% -$16 ﹤0.01% 2970
2022
Q2 		$21K Buy
+983
New +$26.6K ﹤0.01% 2845

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
FCM
Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Amalgamated Bank's ROOT Position: Q1 2026 in Review

Amalgamated Bank sold out of Root (ROOT) in Q1 2026, closing a stake of 386 shares — an estimated $28K sold.

Amalgamated Bank first reported a position in ROOT in Q2 2022 and held it in 11 quarters. The position peaked at $40K in Q1 2025. 149 funds tracked by Wall St. Rank hold ROOT as of Q1 2026.

  • Amalgamated Bank reported no remaining Root position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 386 Root shares in Q1 2026, an estimated $28K.
  • Amalgamated Bank first reported a position in Root in Q2 2022 and held it in 11 quarters.
  • Amalgamated Bank's Root position peaked at $40K in Q1 2025.
  • 149 funds tracked by Wall St. Rank held Root as of Q1 2026.

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