AB
SWKH

Amalgamated Bank’s SWK Holdings SWKH Stock Holding History

Amalgamated Bank’s Portfolio SWKH Stock Details SWKH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-96
Closed -$2K – 2682
2025
Q4 		$2K Sell
96
-26
-21% -$429 ﹤0.01% 2924
2025
Q3 		$2K Hold
122
– – ﹤0.01% 2949
2025
Q2 		$2K Sell
122
-32
-21% -$453 ﹤0.01% 2977
2025
Q1 		$2K Hold
154
– – ﹤0.01% 2873
2024
Q4 		$2K Hold
154
– – ﹤0.01% 2921
2024
Q3 		$2K Hold
154
– – ﹤0.01% 2946
2024
Q2 		$2K Hold
154
– – ﹤0.01% 2968
2024
Q1 		$2K Sell
154
-262
-63% -$3.53K ﹤0.01% 2903
2023
Q4 		$6K Sell
416
-46
-10% -$600 ﹤0.01% 2930
2023
Q3 		$6K Hold
462
– – ﹤0.01% 2964
2023
Q2 		$6K Sell
462
-382
-45% -$5.23K ﹤0.01% 2993
2023
Q1 		$12K Sell
844
-104
-11% -$1.53K ﹤0.01% 2781
2022
Q4 		$13K Hold
948
– – ﹤0.01% 2843
2022
Q3 		$13K Hold
948
– – ﹤0.01% 2908
2022
Q2 		$13K Buy
+948
New +$14.1K ﹤0.01% 2951

Other funds holding SWKH

CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
CIEC
Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RC
Rangeley Capital New Canaan, Connecticut $109M AUM 97.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Amalgamated Bank's SWKH Position: Q1 2026 in Review

Amalgamated Bank sold out of SWK Holdings (SWKH) in Q1 2026, closing a stake of 96 shares — an estimated $2K sold.

Amalgamated Bank first reported a position in SWKH in Q2 2022 and held it in 15 quarters. The position peaked at $13K in Q4 2022. 60 funds tracked by Wall St. Rank hold SWKH as of Q1 2026.

  • Amalgamated Bank reported no remaining SWK Holdings position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 96 SWK Holdings shares in Q1 2026, an estimated $2K.
  • Amalgamated Bank first reported a position in SWK Holdings in Q2 2022 and held it in 15 quarters.
  • Amalgamated Bank's SWK Holdings position peaked at $13K in Q4 2022.
  • 60 funds tracked by Wall St. Rank held SWK Holdings as of Q1 2026.

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