Amalgamated Bank’s South Plains Financial SPFI Stock Holding History

Amalgamated Bank’s Portfolio SPFI Stock Details SPFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-404	Closed	-$16K	–	2654
2025 Q4	$16K	Sell	404 -2	-0.5%	-$77	﹤0.01%	2222
2025 Q3	$16K	Hold	406	–	–	﹤0.01%	2247
2025 Q2	$15K	Hold	406	–	–	﹤0.01%	2249
2025 Q1	$13K	Buy	406 +41	+11%	+$1.41K	﹤0.01%	2260
2024 Q4	$13K	Hold	365	–	–	﹤0.01%	2324
2024 Q3	$12K	Hold	365	–	–	﹤0.01%	2372
2024 Q2	$10K	Hold	365	–	–	﹤0.01%	2465
2024 Q1	$10K	Sell	365 -721	-66%	-$19.3K	﹤0.01%	2459
2023 Q4	$31K	Sell	1,086 -109	-9%	-$2.96K	﹤0.01%	2451
2023 Q3	$32K	Buy	1,195 +150	+14%	+$3.88K	﹤0.01%	2447
2023 Q2	$24K	Hold	1,045	–	–	﹤0.01%	2659
2023 Q1	$22K	Sell	1,045 -258	-20%	-$6.73K	﹤0.01%	2615
2022 Q4	$36K	Hold	1,303	–	–	﹤0.01%	2564
2022 Q3	$36K	Hold	1,303	–	–	﹤0.01%	2602
2022 Q2	$31K	Buy	1,303 +35	+3%	+$856	﹤0.01%	2706
2022 Q1	$34K	Buy	+1,268	New	+$35.9K	﹤0.01%	2634

Other funds holding SPFI

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Amalgamated Bank's SPFI Position: Q1 2026 in Review

Amalgamated Bank sold out of South Plains Financial (SPFI) in Q1 2026, closing a stake of 404 shares — an estimated $16K sold.

Amalgamated Bank first reported a position in SPFI in Q1 2022 and held it in 16 quarters. The position peaked at $36K in Q4 2022. 143 funds tracked by Wall St. Rank hold SPFI as of Q1 2026.

Amalgamated Bank reported no remaining South Plains Financial position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 404 South Plains Financial shares in Q1 2026, an estimated $16K.
Amalgamated Bank first reported a position in South Plains Financial in Q1 2022 and held it in 16 quarters.
Amalgamated Bank's South Plains Financial position peaked at $36K in Q4 2022.
143 funds tracked by Wall St. Rank held South Plains Financial as of Q1 2026.

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