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Amalgamated Bank’s Smith-Midland SMID Stock Holding History

Amalgamated Bank’s Portfolio SMID Stock Details SMID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-86
Closed -$3K – 2642
2025
Q4 		$3K Sell
86
-69
-45% -$2.48K ﹤0.01% 2877
2025
Q3 		$6K Hold
155
– – ﹤0.01% 2707
2025
Q2 		$5K Hold
155
– – ﹤0.01% 2788
2025
Q1 		$5K Hold
155
– – ﹤0.01% 2692
2024
Q4 		$7K Hold
155
– – ﹤0.01% 2622
2024
Q3 		$5K Hold
155
– – ﹤0.01% 2780
2024
Q2 		$4K Buy
+155
New +$5.67K ﹤0.01% 2883

Other funds holding SMID

TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Amalgamated Bank's SMID Position: Q1 2026 in Review

Amalgamated Bank sold out of Smith-Midland (SMID) in Q1 2026, closing a stake of 86 shares — an estimated $3K sold.

Amalgamated Bank first reported a position in SMID in Q2 2024 and held it in 7 quarters. The position peaked at $7K in Q4 2024. 57 funds tracked by Wall St. Rank hold SMID as of Q1 2026.

  • Amalgamated Bank reported no remaining Smith-Midland position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 86 Smith-Midland shares in Q1 2026, an estimated $3K.
  • Amalgamated Bank first reported a position in Smith-Midland in Q2 2024 and held it in 7 quarters.
  • Amalgamated Bank's Smith-Midland position peaked at $7K in Q4 2024.
  • 57 funds tracked by Wall St. Rank held Smith-Midland as of Q1 2026.

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