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Amalgamated Bank’s Wells Fargo WFC Stock Holding History

Amalgamated Bank’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$43.6M Sell
527,851
-41,450
-7% -$3.33M 0.3% 50
2026
Q1 		$45.3M Sell
569,301
-23,442
-4% -$2.01M 0.35% 40
2025
Q4 		$55.2M Sell
592,743
-19,233
-3% -$1.67M 0.4% 31
2025
Q3 		$51.3M Sell
611,976
-19,348
-3% -$1.57M 0.37% 33
2025
Q2 		$50.6M Sell
631,324
-7,546
-1% -$544K 0.39% 33
2025
Q1 		$45.9M Buy
638,870
+1,093
+0.2% +$82.1K 0.39% 32
2024
Q4 		$44.8M Sell
637,777
-36,429
-5% -$2.49M 0.37% 32
2024
Q3 		$38.1M Sell
674,206
-31,291
-4% -$1.77M 0.31% 46
2024
Q2 		$41.9M Sell
705,497
-39,529
-5% -$2.33M 0.36% 37
2024
Q1 		$43.2M Sell
745,026
-140,433
-16% -$7.35M 0.37% 37
2023
Q4 		$43.6M Sell
885,459
-42,934
-5% -$1.85M 0.35% 40
2023
Q3 		$37.9M Sell
928,393
-33,728
-4% -$1.46M 0.32% 42
2023
Q2 		$41.1M Sell
962,121
-23,943
-2% -$964K 0.33% 43
2023
Q1 		$36.9M Sell
986,064
-4,559
-0.5% -$199K 0.31% 53
2022
Q4 		$40.9M Buy
990,623
+18,359
+2% +$813K 0.36% 41
2022
Q3 		$39.1M Buy
972,264
+12,207
+1% +$524K 0.38% 40
2022
Q2 		$37.6M Sell
960,057
-20,012
-2% -$878K 0.35% 46
2022
Q1 		$47.5M Sell
980,069
-94,205
-9% -$5.04M 0.37% 39
2021
Q4 		$51.5M Sell
1,074,274
-43,698
-4% -$2.15M 0.38% 45
2021
Q3 		$51.9M Sell
1,117,972
-45,374
-4% -$2.1M 0.44% 35
2021
Q2 		$52.7M Buy
1,163,346
+951,699
+450% +$42.5M 0.42% 35
2021
Q1 		$8.27M Sell
211,647
-5,868
-3% -$208K 0.31% 52
2020
Q4 		$6.57M Sell
217,515
-150
-0.1% -$3.88K 0.25% 61
2020
Q3 		$5.12M Buy
217,665
+194
+0.1% +$4.78K 0.22% 71
2020
Q2 		$5.57M Sell
217,471
-328,909
-60% -$9M 0.26% 65
2020
Q1 		$15.7M Sell
546,380
-33,197
-6% -$1.41M 0.38% 52
2019
Q4 		$31.2M Buy
579,577
+18,050
+3% +$945K 0.57% 29
2019
Q3 		$28.3M Sell
561,527
-20,775
-4% -$979K 0.6% 29
2019
Q2 		$27.6M Buy
582,302
+55,524
+11% +$2.6M 0.64% 26
2019
Q1 		$25.5M Buy
526,778
+2,872
+0.5% +$141K 0.62% 29
2018
Q4 		$24.1M Sell
523,906
-22,759
-4% -$1.17M 0.68% 26
2018
Q3 		$28.7M Sell
546,665
-19,233
-3% -$1.1M 0.71% 20
2018
Q2 		$31.4M Buy
565,898
+15,033
+3% +$805K 0.77% 15
2018
Q1 		$28.9M Sell
550,865
-7,411
-1% -$440K 0.77% 16
2017
Q4 		$33.9M Buy
558,276
+42,580
+8% +$2.4M 0.92% 12
2017
Q3 		$28.4M Buy
515,696
+9,588
+2% +$510K 0.89% 12
2017
Q2 		$28M Buy
506,108
+185,449
+58% +$9.94M 0.92% 11
2017
Q1 		$17.8M Buy
320,659
+18,556
+6% +$1.05M 0.89% 13
2016
Q4 		$16.6M Buy
302,103
+86,820
+40% +$4.37M 0.75% 18
2016
Q3 		$9.53M Sell
215,283
-26
-0% -$1.24K 0.55% 27
2016
Q2 		$10.4M Buy
215,309
+48,916
+29% +$2.38M 0.6% 27
2016
Q1 		$8.05M Buy
166,393
+44,058
+36% +$2.16M 0.78% 14
2015
Q4 		$6.65M Sell
122,335
-39,872
-25% -$2.16M 0.82% 10
2015
Q3 		$8.33M Buy
162,207
+4,502
+3% +$248K 0.87% 8
2015
Q2 		$8.87M Buy
157,705
+6,191
+4% +$345K 0.87% 7
2015
Q1 		$8.24M Buy
151,514
+38,433
+34% +$2.08M 1.01% 7
2014
Q4 		$6.2M Sell
113,081
-18,812
-14% -$996K 0.97% 8
2014
Q3 		$6.84M Buy
131,893
+551
+0.4% +$28.3K 1.02% 9
2014
Q2 		$6.9M Buy
131,342
+13,980
+12% +$703K 1.04% 8
2014
Q1 		$5.84M Sell
117,362
-2,235
-2% -$104K 1.01% 7
2013
Q4 		$5.43M Sell
119,597
-1,259
-1% -$54.4K 0.92% 11
2013
Q3 		$4.99M Sell
120,856
-3,019
-2% -$129K 1.6% 10
2013
Q2 		$5.11M Buy
+123,875
New +$4.83M 1.87% 11

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Amalgamated Bank's WFC Position: Q2 2026 in Review

Amalgamated Bank reduced its Wells Fargo (WFC) stake by 7.3% in Q2 2026, selling an estimated $3.33M and leaving 527,851 shares worth $43.6M. The position accounts for 0.3% of the portfolio, ranked #50.

Amalgamated Bank first reported a position in WFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $55.2M in Q4 2025. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Amalgamated Bank held 527,851 shares of Wells Fargo worth $43.6M as of Q2 2026.
  • Amalgamated Bank sold 41,450 Wells Fargo shares in Q2 2026, an estimated $3.33M.
  • Wells Fargo made up 0.3% of Amalgamated Bank's portfolio in Q2 2026, its #50 holding.
  • Amalgamated Bank first reported a position in Wells Fargo in Q2 2013 and has held it in 53 quarters since.
  • Amalgamated Bank's Wells Fargo position peaked at $55.2M in Q4 2025.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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