Amalgamated Bank’s Savers SVV Stock Holding History

Amalgamated Bank’s Portfolio SVV Stock Details SVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,206	Closed	-$11K	–	2679
2025 Q4	$11K	Buy	1,206 +310	+35%	+$3.19K	﹤0.01%	2393
2025 Q3	$12K	Hold	896	–	–	﹤0.01%	2393
2025 Q2	$9K	Hold	896	–	–	﹤0.01%	2506
2025 Q1	$6K	Hold	896	–	–	﹤0.01%	2622
2024 Q4	$9K	Hold	896	–	–	﹤0.01%	2505
2024 Q3	$9K	Hold	896	–	–	﹤0.01%	2520
2024 Q2	$11K	Hold	896	–	–	﹤0.01%	2406
2024 Q1	$17K	Sell	896 -2,056	-70%	-$38.4K	﹤0.01%	2215
2023 Q4	$51K	Sell	2,952 -266	-8%	-$4.03K	﹤0.01%	2246
2023 Q3	$60K	Buy	+3,218	New	+$74.3K	﹤0.01%	2176

Other funds holding SVV

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Amalgamated Bank's SVV Position: Q1 2026 in Review

Amalgamated Bank sold out of Savers (SVV) in Q1 2026, closing a stake of 1,206 shares — an estimated $11K sold.

Amalgamated Bank first reported a position in SVV in Q3 2023 and held it in 10 quarters. The position peaked at $60K in Q3 2023. 160 funds tracked by Wall St. Rank hold SVV as of Q1 2026.

Amalgamated Bank reported no remaining Savers position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 1,206 Savers shares in Q1 2026, an estimated $11K.
Amalgamated Bank first reported a position in Savers in Q3 2023 and held it in 10 quarters.
Amalgamated Bank's Savers position peaked at $60K in Q3 2023.
160 funds tracked by Wall St. Rank held Savers as of Q1 2026.

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