Amalgamated Bank
SDGR icon

Amalgamated Bank’s Schrodinger SDGR Stock Holding History

Amalgamated Bank’s Portfolio SDGR Stock Details SDGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$460K Sell
14,825
-402
-3% -$7.92K ﹤0.01% 1376
2026
Q2 		$247K Sell
15,227
-935
-6% -$12.5K ﹤0.01% 1552
2026
Q1 		$184K Sell
16,162
-134
-0.8% -$1.85K ﹤0.01% 1574
2025
Q4 		$291K Sell
16,296
-115
-0.7% -$2.18K ﹤0.01% 1485
2025
Q3 		$329K Buy
16,411
+623
+4% +$12.5K ﹤0.01% 1438
2025
Q2 		$318K Hold
15,788
– – ﹤0.01% 1430
2025
Q1 		$312K Sell
15,788
-310
-2% -$6.97K ﹤0.01% 1418
2024
Q4 		$311K Sell
16,098
-260
-2% -$5.05K ﹤0.01% 1457
2024
Q3 		$303K Sell
16,358
-415
-2% -$8.52K ﹤0.01% 1471
2024
Q2 		$324K Sell
16,773
-74
-0.4% -$1.71K ﹤0.01% 1449
2024
Q1 		$455K Sell
16,847
-6,772
-29% -$189K ﹤0.01% 1345
2023
Q4 		$846K Sell
23,619
-558
-2% -$16.2K 0.01% 1228
2023
Q3 		$683K Sell
24,177
-426
-2% -$17.2K 0.01% 1278
2023
Q2 		$1.23M Buy
24,603
+17,074
+227% +$577K 0.01% 1049
2023
Q1 		$198K Sell
7,529
-1,134
-13% -$26.9K ﹤0.01% 1808
2022
Q4 		$162K Hold
8,663
– – ﹤0.01% 1937
2022
Q3 		$216K Buy
8,663
+136
+2% +$4K ﹤0.01% 1815
2022
Q2 		$225K Buy
8,527
+1,137
+15% +$30.5K ﹤0.01% 1826
2022
Q1 		$252K Sell
7,390
-586
-7% -$17.8K ﹤0.01% 1845
2021
Q4 		$278K Sell
7,976
-86
-1% -$3.93K ﹤0.01% 1857
2021
Q3 		$441K Sell
8,062
-496
-6% -$31.7K ﹤0.01% 1653
2021
Q2 		$647K Buy
8,558
+4,275
+100% +$310K 0.01% 1492
2021
Q1 		$327K Sell
4,283
-414
-9% -$37.2K 0.01% 1221
2020
Q4 		$372K Buy
4,697
+160
+4% +$10.1K 0.01% 1125
2020
Q3 		$216K Buy
4,537
+2,335
+106% +$161K 0.01% 1292
2020
Q2 		$202K Buy
+2,202
New +$128K 0.01% 1298

Other funds holding SDGR

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Heirloom Wealth Management
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Amalgamated Bank's SDGR Position: Q3 2026 in Review

Amalgamated Bank reduced its Schrodinger (SDGR) stake by 2.6% in Q3 2026, selling an estimated $7.92K and leaving 14,825 shares worth $460K. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

Amalgamated Bank first reported a position in SDGR in Q2 2020 and has held it in 26 quarters since. The position peaked at $1.23M in Q2 2023. 90 funds tracked by Wall St. Rank hold SDGR as of Q3 2026.

  • Amalgamated Bank held 14,825 shares of Schrodinger worth $460K as of Q3 2026.
  • Amalgamated Bank sold 402 Schrodinger shares in Q3 2026, an estimated $7.92K.
  • Schrodinger made up ﹤0.01% of Amalgamated Bank's portfolio in Q3 2026, its #1376 holding.
  • Amalgamated Bank first reported a position in Schrodinger in Q2 2020 and has held it in 26 quarters since.
  • Amalgamated Bank's Schrodinger position peaked at $1.23M in Q2 2023.
  • 90 funds tracked by Wall St. Rank held Schrodinger as of Q3 2026.

Based on Amalgamated Bank's 13F filing for Q3 2026, filed 23 Oct 2026.