AB
SBDS

Amalgamated Bank’s Solo Brands Inc SBDS Stock Holding History

Amalgamated Bank’s Portfolio SBDS Stock Details SBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-19
Closed – – 3201
2025
Q1 		$0 Hold
19
– – ﹤0.01% 2998
2024
Q4 		$1K Hold
19
– – ﹤0.01% 2973
2024
Q3 		$1K Hold
19
– – ﹤0.01% 2987
2024
Q2 		$2K Hold
19
– – ﹤0.01% 2973
2024
Q1 		$2K Sell
19
-52
-73% -$5.97K ﹤0.01% 2910
2023
Q4 		$17K Sell
71
-6
-8% -$1.17K ﹤0.01% 2735
2023
Q3 		$16K Hold
77
– – ﹤0.01% 2768
2023
Q2 		$17K Buy
77
+20
+35% +$4.97K ﹤0.01% 2828
2023
Q1 		$16K Sell
57
-13
-19% -$2.5K ﹤0.01% 2730
2022
Q4 		$10K Hold
70
– – ﹤0.01% 2886
2022
Q3 		$11K Hold
70
– – ﹤0.01% 2937
2022
Q2 		$11K Buy
70
+28
+67% +$6.12K ﹤0.01% 2990
2022
Q1 		$14K Buy
+42
New +$18.6K ﹤0.01% 2907

Other funds holding SBDS

EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Amalgamated Bank's SBDS Position: Q2 2025 in Review

Amalgamated Bank sold out of Solo Brands Inc (SBDS) in Q2 2025, closing a stake of 19 shares.

Amalgamated Bank first reported a position in SBDS in Q1 2022 and held it in 13 quarters. The position peaked at $17K in Q4 2023. 6 funds tracked by Wall St. Rank hold SBDS as of Q2 2025.

  • Amalgamated Bank reported no remaining Solo Brands Inc position as of Q2 2025 after selling out during the quarter.
  • Amalgamated Bank sold 19 Solo Brands Inc shares in Q2 2025.
  • Amalgamated Bank first reported a position in Solo Brands Inc in Q1 2022 and held it in 13 quarters.
  • Amalgamated Bank's Solo Brands Inc position peaked at $17K in Q4 2023.
  • 6 funds tracked by Wall St. Rank held Solo Brands Inc as of Q2 2025.

Based on Amalgamated Bank's 13F filing for Q2 2025, filed 4 Aug 2025.