Amalgamated Bank’s Sterling Bancorp, Inc. Common Stock SBT Stock Holding History

Amalgamated Bank’s Portfolio SBT Stock Details SBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-593	Closed	-$3K	–	2974
2024 Q4	$3K	Hold	593	–	–	﹤0.01%	2890
2024 Q3	$3K	Hold	593	–	–	﹤0.01%	2919
2024 Q2	$3K	Hold	593	–	–	﹤0.01%	2943
2024 Q1	$3K	Sell	593 -1,013	-63%	-$5.27K	﹤0.01%	2858
2023 Q4	$9K	Sell	1,606 -176	-10%	-$1.01K	﹤0.01%	2881
2023 Q3	$10K	Hold	1,782	–	–	﹤0.01%	2903
2023 Q2	$10K	Sell	1,782 -683	-28%	-$3.59K	﹤0.01%	2965
2023 Q1	$14K	Sell	2,465 -385	-14%	-$2.3K	﹤0.01%	2759
2022 Q4	$17K	Hold	2,850	–	–	﹤0.01%	2793
2022 Q3	$17K	Hold	2,850	–	–	﹤0.01%	2862
2022 Q2	$16K	Buy	+2,850	New	+$18.7K	﹤0.01%	2909

Other funds holding SBT

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Amalgamated Bank's SBT Position: Q1 2025 in Review

Amalgamated Bank sold out of Sterling Bancorp, Inc. Common Stock (SBT) in Q1 2025, closing a stake of 593 shares — an estimated $3K sold.

Amalgamated Bank first reported a position in SBT in Q2 2022 and held it in 11 quarters. The position peaked at $17K in Q4 2022. 55 funds tracked by Wall St. Rank hold SBT as of Q1 2025.

Amalgamated Bank reported no remaining Sterling Bancorp, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
Amalgamated Bank sold 593 Sterling Bancorp, Inc. Common Stock shares in Q1 2025, an estimated $3K.
Amalgamated Bank first reported a position in Sterling Bancorp, Inc. Common Stock in Q2 2022 and held it in 11 quarters.
Amalgamated Bank's Sterling Bancorp, Inc. Common Stock position peaked at $17K in Q4 2022.
55 funds tracked by Wall St. Rank held Sterling Bancorp, Inc. Common Stock as of Q1 2025.

Based on Amalgamated Bank's 13F filing for Q1 2025, filed 25 Apr 2025.