Amalgamated Bank’s Siebert Financial SIEB Stock Holding History

Amalgamated Bank’s Portfolio SIEB Stock Details SIEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-444	Closed	-$2K	–	2623
2025 Q4	$2K	Sell	444 -39	-8%	-$124	﹤0.01%	2920
2025 Q3	$1K	Hold	483	–	–	﹤0.01%	2975
2025 Q2	$2K	Buy	+483	New	+$1.96K	﹤0.01%	2974

Other funds holding SIEB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Amalgamated Bank's SIEB Position: Q1 2026 in Review

Amalgamated Bank sold out of Siebert Financial (SIEB) in Q1 2026, closing a stake of 444 shares — an estimated $2K sold.

Amalgamated Bank first reported a position in SIEB in Q2 2025 and held it in 3 quarters. The position peaked at $2K in Q4 2025. 55 funds tracked by Wall St. Rank hold SIEB as of Q1 2026.

Amalgamated Bank reported no remaining Siebert Financial position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 444 Siebert Financial shares in Q1 2026, an estimated $2K.
Amalgamated Bank first reported a position in Siebert Financial in Q2 2025 and held it in 3 quarters.
Amalgamated Bank's Siebert Financial position peaked at $2K in Q4 2025.
55 funds tracked by Wall St. Rank held Siebert Financial as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.