Amalgamated Bank’s S&P Global SPGI Stock Holding History

Amalgamated Bank’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22M	Sell	54,078 -1,091	-2%	-$461K	0.15%	95
2026 Q1	$23.5M	Sell	55,169 -1,760	-3%	-$817K	0.18%	86
2025 Q4	$29.8M	Sell	56,929 -4,337	-7%	-$2.15M	0.21%	75
2025 Q3	$29.8M	Sell	61,266 -1,282	-2%	-$686K	0.21%	75
2025 Q2	$33M	Buy	62,548 +554	+0.9%	+$276K	0.25%	60
2025 Q1	$31.5M	Buy	61,994 +701	+1%	+$358K	0.27%	59
2024 Q4	$30.5M	Sell	61,293 -1,985	-3%	-$1.01M	0.25%	57
2024 Q3	$32.7M	Sell	63,278 -1,059	-2%	-$524K	0.27%	58
2024 Q2	$28.7M	Sell	64,337 -2,676	-4%	-$1.15M	0.24%	63
2024 Q1	$28.5M	Sell	67,013 -12,166	-15%	-$5.27M	0.24%	61
2023 Q4	$34.9M	Sell	79,179 -3,473	-4%	-$1.37M	0.28%	56
2023 Q3	$30.2M	Sell	82,652 -5,358	-6%	-$2.11M	0.26%	60
2023 Q2	$35.3M	Buy	88,010 +374	+0.4%	+$137K	0.29%	52
2023 Q1	$30.2M	Buy	87,636 +757	+0.9%	+$266K	0.26%	67
2022 Q4	$29.1M	Sell	86,879 -3,759	-4%	-$1.24M	0.26%	68
2022 Q3	$27.7M	Buy	90,638 +3,334	+4%	+$1.19M	0.27%	62
2022 Q2	$29.4M	Sell	87,304 -10,772	-11%	-$3.84M	0.27%	63
2022 Q1	$40.2M	Buy	98,076 +28,822	+42%	+$11.7M	0.31%	52
2021 Q4	$32.7M	Buy	69,254 +12,162	+21%	+$5.56M	0.24%	70
2021 Q3	$24.3M	Sell	57,092 -2,356	-4%	-$1.02M	0.2%	82
2021 Q2	$24.4M	Buy	59,448 +45,314	+321%	+$17.4M	0.2%	85
2021 Q1	$4.99M	Sell	14,134 -615	-4%	-$205K	0.19%	87
2020 Q4	$4.85M	Sell	14,749 -69	-0.5%	-$23.3K	0.18%	84
2020 Q3	$5.34M	Sell	14,818 -405	-3%	-$143K	0.23%	68
2020 Q2	$5.02M	Sell	15,223 -25,701	-63%	-$7.73M	0.23%	71
2020 Q1	$10M	Sell	40,924 -1,347	-3%	-$369K	0.25%	76
2019 Q4	$11.5M	Buy	42,271 +1,317	+3%	+$342K	0.21%	86
2019 Q3	$10M	Buy	40,954 +8,261	+25%	+$2.06M	0.21%	86
2019 Q2	$7.45M	Sell	32,693 -4,941	-13%	-$1.08M	0.17%	106
2019 Q1	$7.92M	Buy	37,634 +666	+2%	+$129K	0.19%	95
2018 Q4	$6.28M	Sell	36,968 -1,083	-3%	-$194K	0.18%	104
2018 Q3	$7.43M	Sell	38,051 -1,219	-3%	-$252K	0.18%	106
2018 Q2	$8.01M	Buy	39,270 +2,054	+6%	+$406K	0.2%	93
2018 Q1	$7.11M	Buy	37,216 +3,181	+9%	+$587K	0.19%	104
2017 Q4	$5.77M	Buy	34,035 +2,954	+10%	+$482K	0.16%	126
2017 Q3	$4.86M	Buy	31,081 +658	+2%	+$100K	0.15%	126
2017 Q2	$4.44M	Buy	30,423 +10,520	+53%	+$1.46M	0.15%	135
2017 Q1	$2.6M	Sell	19,903 -8,584	-30%	-$1.07M	0.13%	136
2016 Q4	$3.06M	Buy	28,487 +4,895	+21%	+$585K	0.14%	139
2016 Q3	$2.99M	Buy	23,592 +24	+0.1%	+$2.88K	0.17%	98
2016 Q2	$2.84M	Buy	+23,568	New	+$2.53M	0.16%	105

Other funds holding SPGI

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

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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Amalgamated Bank's SPGI Position: Q2 2026 in Review

Amalgamated Bank reduced its S&P Global (SPGI) stake by 2% in Q2 2026, selling an estimated $461K and leaving 54,078 shares worth $22M. The position accounts for 0.15% of the portfolio, ranked #95.

Amalgamated Bank first reported a position in SPGI in Q2 2016 and has held it in 41 quarters since. The position peaked at $40.2M in Q1 2022. 1,142 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Amalgamated Bank held 54,078 shares of S&P Global worth $22M as of Q2 2026.
Amalgamated Bank sold 1,091 S&P Global shares in Q2 2026, an estimated $461K.
S&P Global made up 0.15% of Amalgamated Bank's portfolio in Q2 2026, its #95 holding.
Amalgamated Bank first reported a position in S&P Global in Q2 2016 and has held it in 41 quarters since.
Amalgamated Bank's S&P Global position peaked at $40.2M in Q1 2022.
1,142 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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