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Amalgamated Bank’s Tiptree Inc TIPT Stock Holding History

Amalgamated Bank’s Portfolio TIPT Stock Details TIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-740
Closed -$14K – 2709
2025
Q4 		$14K Sell
740
-128
-15% -$2.33K ﹤0.01% 2290
2025
Q3 		$17K Hold
868
– – ﹤0.01% 2215
2025
Q2 		$20K Hold
868
– – ﹤0.01% 2118
2025
Q1 		$21K Buy
868
+50
+6% +$1.06K ﹤0.01% 2049
2024
Q4 		$17K Hold
818
– – ﹤0.01% 2193
2024
Q3 		$16K Hold
818
– – ﹤0.01% 2235
2024
Q2 		$13K Hold
818
– – ﹤0.01% 2324
2024
Q1 		$14K Sell
818
-1,643
-67% -$29.5K ﹤0.01% 2300
2023
Q4 		$47K Sell
2,461
-244
-9% -$4.22K ﹤0.01% 2284
2023
Q3 		$45K Hold
2,705
– – ﹤0.01% 2301
2023
Q2 		$41K Buy
2,705
+196
+8% +$2.73K ﹤0.01% 2406
2023
Q1 		$37K Sell
2,509
-605
-19% -$9.2K ﹤0.01% 2429
2022
Q4 		$43K Hold
3,114
– – ﹤0.01% 2491
2022
Q3 		$34K Buy
3,114
+109
+4% +$1.24K ﹤0.01% 2622
2022
Q2 		$32K Buy
3,005
+163
+6% +$1.83K ﹤0.01% 2693
2022
Q1 		$37K Buy
+2,842
New +$36.6K ﹤0.01% 2608

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Veradace Capital Management Dallas, Texas $112M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SCP
Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Amalgamated Bank's TIPT Position: Q1 2026 in Review

Amalgamated Bank sold out of Tiptree Inc (TIPT) in Q1 2026, closing a stake of 740 shares — an estimated $14K sold.

Amalgamated Bank first reported a position in TIPT in Q1 2022 and held it in 16 quarters. The position peaked at $47K in Q4 2023. 142 funds tracked by Wall St. Rank hold TIPT as of Q1 2026.

  • Amalgamated Bank reported no remaining Tiptree Inc position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 740 Tiptree Inc shares in Q1 2026, an estimated $14K.
  • Amalgamated Bank first reported a position in Tiptree Inc in Q1 2022 and held it in 16 quarters.
  • Amalgamated Bank's Tiptree Inc position peaked at $47K in Q4 2023.
  • 142 funds tracked by Wall St. Rank held Tiptree Inc as of Q1 2026.

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