AB
WEST icon

Amalgamated Bank’s Westrock Coffee WEST Stock Holding History

Amalgamated Bank’s Portfolio WEST Stock Details WEST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,132
Closed -$5K – 2797
2025
Q4 		$5K Sell
1,132
-112
-9% -$490 ﹤0.01% 2744
2025
Q3 		$6K Hold
1,244
– – ﹤0.01% 2719
2025
Q2 		$7K Hold
1,244
– – ﹤0.01% 2611
2025
Q1 		$9K Buy
1,244
+286
+30% +$1.87K ﹤0.01% 2447
2024
Q4 		$6K Hold
958
– – ﹤0.01% 2691
2024
Q3 		$6K Hold
958
– – ﹤0.01% 2729
2024
Q2 		$10K Hold
958
– – ﹤0.01% 2474
2024
Q1 		$10K Sell
958
-3,063
-76% -$30.9K ﹤0.01% 2465
2023
Q4 		$41K Sell
4,021
-285
-7% -$2.55K ﹤0.01% 2341
2023
Q3 		$38K Hold
4,306
– – ﹤0.01% 2368
2023
Q2 		$47K Buy
+4,306
New +$49.9K ﹤0.01% 2351

Other funds holding WEST

HC
HF Capital Knoxville, Tennessee $239M AUM
SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amalgamated Bank's WEST Position: Q1 2026 in Review

Amalgamated Bank sold out of Westrock Coffee (WEST) in Q1 2026, closing a stake of 1,132 shares — an estimated $5K sold.

Amalgamated Bank first reported a position in WEST in Q2 2023 and held it in 11 quarters. The position peaked at $47K in Q2 2023. 130 funds tracked by Wall St. Rank hold WEST as of Q1 2026.

  • Amalgamated Bank reported no remaining Westrock Coffee position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 1,132 Westrock Coffee shares in Q1 2026, an estimated $5K.
  • Amalgamated Bank first reported a position in Westrock Coffee in Q2 2023 and held it in 11 quarters.
  • Amalgamated Bank's Westrock Coffee position peaked at $47K in Q2 2023.
  • 130 funds tracked by Wall St. Rank held Westrock Coffee as of Q1 2026.

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