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Amalgamated Bank’s United Bankshares UBSI Stock Holding History

Amalgamated Bank’s Portfolio UBSI Stock Details UBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.68M Sell
58,440
-1,903
-3% -$83.2K 0.02% 697
2026
Q1 		$2.5M Buy
60,343
+1,359
+2% +$56.5K 0.02% 704
2025
Q4 		$2.27M Sell
58,984
-3,059
-5% -$114K 0.02% 771
2025
Q3 		$2.31M Buy
62,043
+18
+0% +$671 0.02% 745
2025
Q2 		$2.26M Sell
62,025
-484
-0.8% -$17K 0.02% 738
2025
Q1 		$2.17M Buy
62,509
+698
+1% +$25.6K 0.02% 734
2024
Q4 		$2.32M Hold
61,811
– – 0.02% 743
2024
Q3 		$2.29M Sell
61,811
-3,573
-5% -$130K 0.02% 757
2024
Q2 		$2.12M Sell
65,384
-4,999
-7% -$165K 0.02% 817
2024
Q1 		$2.52M Sell
70,383
-7,414
-10% -$262K 0.02% 768
2023
Q4 		$2.92M Sell
77,797
-594
-0.8% -$18.9K 0.02% 755
2023
Q3 		$2.16M Sell
78,391
-1,931
-2% -$58.2K 0.02% 850
2023
Q2 		$2.38M Sell
80,322
-4,334
-5% -$136K 0.02% 814
2023
Q1 		$2.98M Sell
84,656
-5,458
-6% -$214K 0.03% 698
2022
Q4 		$3.65M Buy
90,114
+1,413
+2% +$57.3K 0.03% 642
2022
Q3 		$3.17M Buy
88,701
+1,192
+1% +$44.4K 0.03% 623
2022
Q2 		$3.07M Buy
87,509
+1,093
+1% +$38.3K 0.03% 679
2022
Q1 		$3.01M Sell
86,416
-3,717
-4% -$135K 0.02% 750
2021
Q4 		$3.27M Buy
90,133
+5,082
+6% +$187K 0.02% 727
2021
Q3 		$3.09M Sell
85,051
-12,410
-13% -$434K 0.03% 738
2021
Q2 		$3.56M Buy
97,461
+86,365
+778% +$3.39M 0.03% 713
2021
Q1 		$428K Sell
11,096
-749
-6% -$27.5K 0.02% 1069
2020
Q4 		$384K Buy
11,845
+114
+1% +$3.22K 0.01% 1107
2020
Q3 		$252K Sell
11,731
-84
-0.7% -$2.19K 0.01% 1202
2020
Q2 		$327K Sell
11,815
-4,204
-26% -$113K 0.02% 1063
2020
Q1 		$370K Sell
16,019
-467
-3% -$14.7K 0.01% 1049
2019
Q4 		$637K Buy
16,486
+1,407
+9% +$54.3K 0.01% 997
2019
Q3 		$571K Sell
15,079
-336
-2% -$12.4K 0.01% 984
2019
Q2 		$572K Buy
15,415
+586
+4% +$22K 0.01% 1007
2019
Q1 		$537K Buy
14,829
+487
+3% +$17.6K 0.01% 967
2018
Q4 		$446K Sell
14,342
-304
-2% -$10.3K 0.01% 983
2018
Q3 		$532K Sell
14,646
-227
-2% -$8.61K 0.01% 914
2018
Q2 		$541K Buy
14,873
+613
+4% +$21.9K 0.01% 992
2018
Q1 		$503K Sell
14,260
-219
-2% -$7.93K 0.01% 958
2017
Q4 		$503K Buy
14,479
+973
+7% +$35.1K 0.01% 987
2017
Q3 		$502K Sell
13,506
-543
-4% -$19.1K 0.02% 942
2017
Q2 		$551K Buy
14,049
+4,750
+51% +$189K 0.02% 904
2017
Q1 		$393K Buy
9,299
+402
+5% +$17.7K 0.02% 983
2016
Q4 		$411K Buy
8,897
+1,053
+13% +$44.7K 0.02% 949
2016
Q3 		$295K Buy
7,844
+36
+0.5% +$1.38K 0.02% 1026
2016
Q2 		$302K Buy
7,808
+350
+5% +$13.2K 0.02% 1006
2016
Q1 		$274K Buy
7,458
+719
+11% +$25.2K 0.03% 937
2015
Q4 		$249K Sell
6,739
-508
-7% -$20.1K 0.03% 916
2015
Q3 		$275K Buy
7,247
+80
+1% +$3.14K 0.03% 936
2015
Q2 		$288K Buy
+7,167
New +$274K 0.03% 1000

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
UBV
United Bank (Virginia) Vienna, Virginia $853M AUM 34.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Amalgamated Bank's UBSI Position: Q2 2026 in Review

Amalgamated Bank reduced its United Bankshares (UBSI) stake by 3.2% in Q2 2026, selling an estimated $83.2K and leaving 58,440 shares worth $2.68M. The position accounts for 0.02% of the portfolio, ranked #697.

Amalgamated Bank first reported a position in UBSI in Q2 2015 and has held it in 45 quarters since. The position peaked at $3.65M in Q4 2022. 233 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Amalgamated Bank held 58,440 shares of United Bankshares worth $2.68M as of Q2 2026.
  • Amalgamated Bank sold 1,903 United Bankshares shares in Q2 2026, an estimated $83.2K.
  • United Bankshares made up 0.02% of Amalgamated Bank's portfolio in Q2 2026, its #697 holding.
  • Amalgamated Bank first reported a position in United Bankshares in Q2 2015 and has held it in 45 quarters since.
  • Amalgamated Bank's United Bankshares position peaked at $3.65M in Q4 2022.
  • 233 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

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