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Amalgamated Bank’s Sotera Health SHC Stock Holding History

Amalgamated Bank’s Portfolio SHC Stock Details SHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.1M Buy
118,018
+10,693
+10% +$169K 0.01% 809
2026
Q1 		$1.54M Buy
107,325
+13,273
+14% +$220K 0.01% 912
2025
Q4 		$1.66M Buy
94,052
+13,931
+17% +$230K 0.01% 894
2025
Q3 		$1.26M Buy
80,121
+9,874
+14% +$139K 0.01% 985
2025
Q2 		$781K Sell
70,247
-711
-1% -$8.33K 0.01% 1134
2025
Q1 		$827K Sell
70,958
-1,757
-2% -$22.6K 0.01% 1092
2024
Q4 		$995K Buy
72,715
+2,368
+3% +$34.3K 0.01% 1056
2024
Q3 		$1.18M Buy
70,347
+6,911
+11% +$101K 0.01% 992
2024
Q2 		$753K Sell
63,436
-5,173
-8% -$59.1K 0.01% 1139
2024
Q1 		$824K Buy
68,609
+2,692
+4% +$40.1K 0.01% 1124
2023
Q4 		$1.11M Buy
65,917
+31
+0% +$439 0.01% 1125
2023
Q3 		$987K Sell
65,886
-3,258
-5% -$55K 0.01% 1116
2023
Q2 		$1.3M Sell
69,144
-3,691
-5% -$58.7K 0.01% 1031
2023
Q1 		$1.3M Buy
72,835
+108
+0.1% +$1.8K 0.01% 1014
2022
Q4 		$606K Sell
72,727
-2,457
-3% -$18.3K 0.01% 1376
2022
Q3 		$513K Buy
75,184
+1,580
+2% +$26.3K 0.01% 1424
2022
Q2 		$1.44M Buy
73,604
+50,107
+213% +$1.05M 0.01% 991
2022
Q1 		$509K Buy
23,497
+2,479
+12% +$52.6K ﹤0.01% 1538
2021
Q4 		$495K Buy
21,018
+3,062
+17% +$73.3K ﹤0.01% 1579
2021
Q3 		$470K Buy
17,956
+2,905
+19% +$70.3K ﹤0.01% 1610
2021
Q2 		$365K Buy
15,051
+5,761
+62% +$142K ﹤0.01% 1795
2021
Q1 		$232K Buy
+9,290
New +$246K 0.01% 1406

Other funds holding SHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
BAM
Broyhill Asset Management Charlotte, North Carolina $112M AUM 12.88% 1-Year Est. Return

Amalgamated Bank's SHC Position: Q2 2026 in Review

Amalgamated Bank increased its Sotera Health (SHC) stake by 10% in Q2 2026, buying an estimated $169K and bringing the position to 118,018 shares worth $2.1M. The position accounts for 0.01% of the portfolio, ranked #809.

Amalgamated Bank first reported a position in SHC in Q1 2021 and has held it in 22 quarters since. 133 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • Amalgamated Bank held 118,018 shares of Sotera Health worth $2.1M as of Q2 2026.
  • Amalgamated Bank bought 10,693 Sotera Health shares in Q2 2026, an estimated $169K.
  • Sotera Health made up 0.01% of Amalgamated Bank's portfolio in Q2 2026, its #809 holding.
  • Amalgamated Bank first reported a position in Sotera Health in Q1 2021 and has held it in 22 quarters since.
  • 133 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.