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Amalgamated Bank’s United Fire Group UFCS Stock Holding History

Amalgamated Bank’s Portfolio UFCS Stock Details UFCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$310K Sell
5,916
-376
-6% -$16.7K ﹤0.01% 1491
2026
Q1 		$233K Sell
6,292
-66
-1% -$2.44K ﹤0.01% 1527
2025
Q4 		$231K Buy
6,358
+72
+1% +$2.46K ﹤0.01% 1531
2025
Q3 		$191K Buy
6,286
+199
+3% +$5.86K ﹤0.01% 1581
2025
Q2 		$175K Buy
6,087
+203
+3% +$5.68K ﹤0.01% 1582
2025
Q1 		$173K Sell
5,884
-408
-6% -$11K ﹤0.01% 1564
2024
Q4 		$179K Hold
6,292
– – ﹤0.01% 1602
2024
Q3 		$132K Buy
6,292
+58
+0.9% +$1.2K ﹤0.01% 1656
2024
Q2 		$134K Sell
6,234
-560
-8% -$12.4K ﹤0.01% 1655
2024
Q1 		$148K Sell
6,794
-1,139
-14% -$25.3K ﹤0.01% 1657
2023
Q4 		$160K Sell
7,933
-215
-3% -$4.36K ﹤0.01% 1862
2023
Q3 		$161K Sell
8,148
-61
-0.7% -$1.28K ﹤0.01% 1852
2023
Q2 		$186K Sell
8,209
-796
-9% -$19.7K ﹤0.01% 1845
2023
Q1 		$239K Sell
9,005
-710
-7% -$20.2K ﹤0.01% 1730
2022
Q4 		$266K Hold
9,715
– – ﹤0.01% 1747
2022
Q3 		$279K Buy
9,715
+56
+0.6% +$1.73K ﹤0.01% 1717
2022
Q2 		$331K Buy
9,659
+120
+1% +$3.74K ﹤0.01% 1660
2022
Q1 		$296K Sell
9,539
-572
-6% -$15.2K ﹤0.01% 1777
2021
Q4 		$234K Sell
10,111
-342
-3% -$7.68K ﹤0.01% 1918
2021
Q3 		$241K Sell
10,453
-129
-1% -$3.23K ﹤0.01% 1921
2021
Q2 		$293K Buy
+10,582
New +$330K ﹤0.01% 1899

Other funds holding UFCS

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
IIM
INTECH Investment Management West Palm Beach, Florida $10.9B AUM 37.22% 1-Year Est. Return

Amalgamated Bank's UFCS Position: Q2 2026 in Review

Amalgamated Bank reduced its United Fire Group (UFCS) stake by 6% in Q2 2026, selling an estimated $16.7K and leaving 5,916 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

Amalgamated Bank first reported a position in UFCS in Q2 2021 and has held it in 21 quarters since. The position peaked at $331K in Q2 2022. 87 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • Amalgamated Bank held 5,916 shares of United Fire Group worth $310K as of Q2 2026.
  • Amalgamated Bank sold 376 United Fire Group shares in Q2 2026, an estimated $16.7K.
  • United Fire Group made up ﹤0.01% of Amalgamated Bank's portfolio in Q2 2026, its #1491 holding.
  • Amalgamated Bank first reported a position in United Fire Group in Q2 2021 and has held it in 21 quarters since.
  • Amalgamated Bank's United Fire Group position peaked at $331K in Q2 2022.
  • 87 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

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