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Amalgamated Bank’s WEX WEX Stock Holding History

Amalgamated Bank’s Portfolio WEX Stock Details WEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.17M Sell
15,387
-104
-0.7% -$15.4K 0.02% 787
2026
Q1 		$2.37M Sell
15,491
-130
-0.8% -$20.3K 0.02% 726
2025
Q4 		$2.33M Sell
15,621
-71
-0.5% -$10.7K 0.02% 751
2025
Q3 		$2.47M Buy
15,692
+12
+0.1% +$1.99K 0.02% 723
2025
Q2 		$2.3M Sell
15,680
-887
-5% -$119K 0.02% 721
2025
Q1 		$2.6M Sell
16,567
-2,372
-13% -$391K 0.02% 667
2024
Q4 		$3.32M Sell
18,939
-747
-4% -$140K 0.03% 578
2024
Q3 		$4.13M Sell
19,686
-5,265
-21% -$981K 0.03% 474
2024
Q2 		$4.42M Sell
24,951
-652
-3% -$133K 0.04% 481
2024
Q1 		$6.08M Sell
25,603
-3,217
-11% -$692K 0.05% 362
2023
Q4 		$5.61M Sell
28,820
-384
-1% -$69.6K 0.04% 414
2023
Q3 		$5.49M Sell
29,204
-79
-0.3% -$15.3K 0.05% 387
2023
Q2 		$5.33M Sell
29,283
-2,276
-7% -$403K 0.04% 396
2023
Q1 		$5.8M Sell
31,559
-1,700
-5% -$310K 0.05% 359
2022
Q4 		$5.44M Buy
33,259
+144
+0.4% +$22.4K 0.05% 421
2022
Q3 		$4.2M Buy
33,115
+108
+0.3% +$17K 0.04% 465
2022
Q2 		$5.13M Buy
33,007
+333
+1% +$54.5K 0.05% 404
2022
Q1 		$5.83M Sell
32,674
-389
-1% -$63.4K 0.05% 395
2021
Q4 		$4.64M Buy
33,063
+1,150
+4% +$176K 0.03% 559
2021
Q3 		$5.62M Sell
31,913
-3,314
-9% -$604K 0.05% 429
2021
Q2 		$6.83M Buy
35,227
+29,467
+512% +$6.04M 0.05% 355
2021
Q1 		$1.21M Sell
5,760
-399
-6% -$84.2K 0.05% 446
2020
Q4 		$1.25M Buy
6,159
+19
+0.3% +$3.2K 0.05% 415
2020
Q3 		$853K Buy
6,140
+64
+1% +$10K 0.04% 533
2020
Q2 		$1M Sell
6,076
-5,580
-48% -$766K 0.05% 423
2020
Q1 		$1.22M Sell
11,656
-303
-3% -$56.6K 0.03% 532
2019
Q4 		$2.5M Buy
11,959
+671
+6% +$135K 0.05% 389
2019
Q3 		$2.28M Buy
11,288
+1,377
+14% +$285K 0.05% 374
2019
Q2 		$2.06M Buy
9,911
+101
+1% +$20.3K 0.05% 377
2019
Q1 		$1.88M Buy
9,810
+135
+1% +$22.8K 0.05% 412
2018
Q4 		$1.35M Buy
9,675
+3,599
+59% +$592K 0.04% 503
2018
Q3 		$1.22M Sell
6,076
-3,972
-40% -$762K 0.03% 567
2018
Q2 		$1.91M Buy
10,048
+1,452
+17% +$253K 0.05% 411
2018
Q1 		$1.35M Buy
8,596
+415
+5% +$62.4K 0.04% 552
2017
Q4 		$1.16M Buy
8,181
+436
+6% +$54.6K 0.03% 637
2017
Q3 		$869K Sell
7,745
-130
-2% -$14.1K 0.03% 723
2017
Q2 		$821K Buy
7,875
+1,673
+27% +$172K 0.03% 752
2017
Q1 		$642K Sell
6,202
-1,241
-17% -$138K 0.03% 691
2016
Q4 		$831K Buy
7,443
+716
+11% +$77.5K 0.04% 578
2016
Q3 		$727K Sell
6,727
-10
-0.1% -$979 0.04% 530
2016
Q2 		$634K Buy
6,737
+1,987
+42% +$177K 0.04% 620
2016
Q1 		$396K Buy
4,750
+358
+8% +$25.9K 0.04% 688
2015
Q4 		$388K Sell
4,392
-301
-6% -$27.3K 0.05% 591
2015
Q3 		$408K Buy
4,693
+66
+1% +$6.58K 0.04% 643
2015
Q2 		$527K Buy
4,627
+522
+13% +$59.3K 0.05% 529
2015
Q1 		$441K Buy
4,105
+154
+4% +$15.5K 0.05% 471
2014
Q4 		$391K Buy
3,951
+24
+0.6% +$2.56K 0.06% 444
2014
Q3 		$433K Sell
3,927
-20
-0.5% -$2.2K 0.06% 405
2014
Q2 		$414K Sell
3,947
-205
-5% -$19.6K 0.06% 433
2014
Q1 		$395K Sell
4,152
-35
-0.8% -$3.21K 0.07% 414
2013
Q4 		$415K Buy
+4,187
New +$393K 0.07% 396

Other funds holding WEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
CCP
Clifford Capital Partners Alpine, Utah $727M AUM 28.47% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Amalgamated Bank's WEX Position: Q2 2026 in Review

Amalgamated Bank reduced its WEX (WEX) stake by 0.67% in Q2 2026, selling an estimated $15.4K and leaving 15,387 shares worth $2.17M. The position accounts for 0.02% of the portfolio, ranked #787.

Amalgamated Bank first reported a position in WEX in Q4 2013 and has held it in 51 quarters since. The position peaked at $6.83M in Q2 2021. 192 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

  • Amalgamated Bank held 15,387 shares of WEX worth $2.17M as of Q2 2026.
  • Amalgamated Bank sold 104 WEX shares in Q2 2026, an estimated $15.4K.
  • WEX made up 0.02% of Amalgamated Bank's portfolio in Q2 2026, its #787 holding.
  • Amalgamated Bank first reported a position in WEX in Q4 2013 and has held it in 51 quarters since.
  • Amalgamated Bank's WEX position peaked at $6.83M in Q2 2021.
  • 192 funds tracked by Wall St. Rank held WEX as of Q2 2026.

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