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Amalgamated Bank’s Sera Prognostics SERA Stock Holding History

Amalgamated Bank’s Portfolio SERA Stock Details SERA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-955
Closed -$4K – 3127
2025
Q1 		$4K Hold
955
– – ﹤0.01% 2746
2024
Q4 		$8K Hold
955
– – ﹤0.01% 2567
2024
Q3 		$7K Hold
955
– – ﹤0.01% 2640
2024
Q2 		$6K Buy
+955
New +$8.54K ﹤0.01% 2719
2022
Q2 		– Sell
-699
Closed -$3K – 3180
2022
Q1 		$3K Buy
+699
New +$4.06K ﹤0.01% 3046

Other funds holding SERA

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Amalgamated Bank's SERA Position: Q2 2025 in Review

Amalgamated Bank sold out of Sera Prognostics (SERA) in Q2 2025, closing a stake of 955 shares — an estimated $4K sold.

Amalgamated Bank first reported a position in SERA in Q1 2022 and held it in 5 quarters. The position peaked at $8K in Q4 2024. 59 funds tracked by Wall St. Rank hold SERA as of Q2 2025.

  • Amalgamated Bank reported no remaining Sera Prognostics position as of Q2 2025 after selling out during the quarter.
  • Amalgamated Bank sold 955 Sera Prognostics shares in Q2 2025, an estimated $4K.
  • Amalgamated Bank first reported a position in Sera Prognostics in Q1 2022 and held it in 5 quarters.
  • Amalgamated Bank's Sera Prognostics position peaked at $8K in Q4 2024.
  • 59 funds tracked by Wall St. Rank held Sera Prognostics as of Q2 2025.

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