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Amalgamated Bank’s Vertex VERX Stock Holding History

Amalgamated Bank’s Portfolio VERX Stock Details VERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,204
Closed -$44K – 2774
2025
Q4 		$44K Buy
2,204
+320
+17% +$6.92K ﹤0.01% 1868
2025
Q3 		$47K Hold
1,884
– – ﹤0.01% 1861
2025
Q2 		$67K Hold
1,884
– – ﹤0.01% 1769
2025
Q1 		$66K Buy
1,884
+6
+0.3% +$274 ﹤0.01% 1749
2024
Q4 		$100K Hold
1,878
– – ﹤0.01% 1702
2024
Q3 		$72K Hold
1,878
– – ﹤0.01% 1762
2024
Q2 		$68K Buy
+1,878
New +$60.4K ﹤0.01% 1798

Other funds holding VERX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Amalgamated Bank's VERX Position: Q1 2026 in Review

Amalgamated Bank sold out of Vertex (VERX) in Q1 2026, closing a stake of 2,204 shares — an estimated $44K sold.

Amalgamated Bank first reported a position in VERX in Q2 2024 and held it in 7 quarters. The position peaked at $100K in Q4 2024. 219 funds tracked by Wall St. Rank hold VERX as of Q1 2026.

  • Amalgamated Bank reported no remaining Vertex position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 2,204 Vertex shares in Q1 2026, an estimated $44K.
  • Amalgamated Bank first reported a position in Vertex in Q2 2024 and held it in 7 quarters.
  • Amalgamated Bank's Vertex position peaked at $100K in Q4 2024.
  • 219 funds tracked by Wall St. Rank held Vertex as of Q1 2026.

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