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Amalgamated Bank’s Westwood Holdings Group WHG Stock Holding History

Amalgamated Bank’s Portfolio WHG Stock Details WHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-234
Closed -$4K – 2800
2025
Q4 		$4K Sell
234
-20
-8% -$336 ﹤0.01% 2819
2025
Q3 		$4K Hold
254
– – ﹤0.01% 2871
2025
Q2 		$4K Buy
+254
New +$3.96K ﹤0.01% 2890

Other funds holding WHG

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
Settian Capital New York $156M AUM 14.17% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Amalgamated Bank's WHG Position: Q1 2026 in Review

Amalgamated Bank sold out of Westwood Holdings Group (WHG) in Q1 2026, closing a stake of 234 shares — an estimated $4K sold.

Amalgamated Bank first reported a position in WHG in Q2 2025 and held it in 3 quarters. The position peaked at $4K in Q4 2025. 69 funds tracked by Wall St. Rank hold WHG as of Q1 2026.

  • Amalgamated Bank reported no remaining Westwood Holdings Group position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 234 Westwood Holdings Group shares in Q1 2026, an estimated $4K.
  • Amalgamated Bank first reported a position in Westwood Holdings Group in Q2 2025 and held it in 3 quarters.
  • Amalgamated Bank's Westwood Holdings Group position peaked at $4K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q1 2026.

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