AB
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Amalgamated Bank’s Ubiquiti UI Stock Holding History

Amalgamated Bank’s Portfolio UI Stock Details UI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-357
Closed -$282K – 1675
2026
Q1 		$282K Sell
357
-27
-7% -$18.3K ﹤0.01% 1484
2025
Q4 		$212K Buy
384
+4
+1% +$2.53K ﹤0.01% 1556
2025
Q3 		$251K Buy
380
+7
+2% +$3.5K ﹤0.01% 1512
2025
Q2 		$154K Buy
373
+111
+42% +$40.4K ﹤0.01% 1614
2025
Q1 		$81K Buy
262
+4
+2% +$1.41K ﹤0.01% 1718
2024
Q4 		$86K Hold
258
– – ﹤0.01% 1733
2024
Q3 		$57K Hold
258
– – ﹤0.01% 1812
2024
Q2 		$38K Sell
258
-19
-7% -$2.44K ﹤0.01% 1926
2024
Q1 		$32K Sell
277
-111
-29% -$13.6K ﹤0.01% 1984
2023
Q4 		$54K Sell
388
-61
-14% -$7.43K ﹤0.01% 2210
2023
Q3 		$65K Sell
449
-89
-17% -$14.9K ﹤0.01% 2142
2023
Q2 		$95K Sell
538
-9
-2% -$1.82K ﹤0.01% 2084
2023
Q1 		$149K Sell
547
-48
-8% -$13.3K ﹤0.01% 1911
2022
Q4 		$163K Sell
595
-36
-6% -$10.7K ﹤0.01% 1933
2022
Q3 		$185K Hold
631
– – ﹤0.01% 1883
2022
Q2 		$157K Sell
631
-122
-16% -$32.5K ﹤0.01% 1975
2022
Q1 		$219K Buy
+753
New +$203K ﹤0.01% 1904
2020
Q2 		– Sell
-2,253
Closed -$319K – 1650
2020
Q1 		$319K Sell
2,253
-43
-2% -$6.57K 0.01% 1116
2019
Q4 		$434K Sell
2,296
-1,532
-40% -$247K 0.01% 1200
2019
Q3 		$453K Buy
3,828
+489
+15% +$59.1K 0.01% 1091
2019
Q2 		$439K Sell
3,339
-316
-9% -$45.8K 0.01% 1142
2019
Q1 		$547K Sell
3,655
-77
-2% -$9.72K 0.01% 960
2018
Q4 		$371K Buy
3,732
+1,095
+42% +$108K 0.01% 1072
2018
Q3 		$261K Sell
2,637
-1,860
-41% -$164K 0.01% 1186
2018
Q2 		$381K Buy
4,497
+1,504
+50% +$118K 0.01% 1177
2018
Q1 		$206K Sell
2,993
-50
-2% -$3.57K 0.01% 1439
2017
Q4 		$216K Buy
+3,043
New +$195K 0.01% 1457

Other funds holding UI

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
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CIA
Capital Impact Advisors Boston, Massachusetts $1.78B AUM 56.11% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Amalgamated Bank's UI Position: Q2 2026 in Review

Amalgamated Bank sold out of Ubiquiti (UI) in Q2 2026, closing a stake of 357 shares — an estimated $282K sold.

Amalgamated Bank first reported a position in UI in Q4 2017 and held it in 27 quarters. The position peaked at $547K in Q1 2019. 185 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Amalgamated Bank reported no remaining Ubiquiti position as of Q2 2026 after selling out during the quarter.
  • Amalgamated Bank sold 357 Ubiquiti shares in Q2 2026, an estimated $282K.
  • Amalgamated Bank first reported a position in Ubiquiti in Q4 2017 and held it in 27 quarters.
  • Amalgamated Bank's Ubiquiti position peaked at $547K in Q1 2019.
  • 185 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

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