Amalgamated Bank’s Union Bankshares UNB Stock Holding History

Amalgamated Bank’s Portfolio UNB Stock Details UNB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-114	Closed	-$3K	–	2755
2025 Q4	$3K	Sell	114 -10	-8%	-$236	﹤0.01%	2883
2025 Q3	$3K	Hold	124	–	–	﹤0.01%	2908
2025 Q2	$3K	Buy	+124	New	+$3.77K	﹤0.01%	2937

Other funds holding UNB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CCMINC

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Amalgamated Bank's UNB Position: Q1 2026 in Review

Amalgamated Bank sold out of Union Bankshares (UNB) in Q1 2026, closing a stake of 114 shares — an estimated $3K sold.

Amalgamated Bank first reported a position in UNB in Q2 2025 and held it in 3 quarters. The position peaked at $3K in Q4 2025. 53 funds tracked by Wall St. Rank hold UNB as of Q1 2026.

Amalgamated Bank reported no remaining Union Bankshares position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 114 Union Bankshares shares in Q1 2026, an estimated $3K.
Amalgamated Bank first reported a position in Union Bankshares in Q2 2025 and held it in 3 quarters.
Amalgamated Bank's Union Bankshares position peaked at $3K in Q4 2025.
53 funds tracked by Wall St. Rank held Union Bankshares as of Q1 2026.

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