Amalgamated Bank’s Winmark WINA Stock Holding History

Amalgamated Bank’s Portfolio WINA Stock Details WINA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$338K	Sell	798 -54	-6%	-$21.1K	﹤0.01%	1464
2026 Q1	$364K	Buy	852 +758	+806%	+$334K	﹤0.01%	1421
2025 Q4	$38K	Sell	94 -8	-8%	-$3.42K	﹤0.01%	1903
2025 Q3	$51K	Hold	102	–	–	﹤0.01%	1838
2025 Q2	$39K	Hold	102	–	–	﹤0.01%	1899
2025 Q1	$32K	Buy	102 +6	+6%	+$2.14K	﹤0.01%	1924
2024 Q4	$38K	Hold	96	–	–	﹤0.01%	1906
2024 Q3	$37K	Hold	96	–	–	﹤0.01%	1937
2024 Q2	$34K	Hold	96	–	–	﹤0.01%	1955
2024 Q1	$35K	Sell	96 -153	-61%	-$56.2K	﹤0.01%	1961
2023 Q4	$104K	Sell	249 -29	-10%	-$12.2K	﹤0.01%	1986
2023 Q3	$104K	Hold	278	–	–	﹤0.01%	1986
2023 Q2	$92K	Sell	278 -41	-13%	-$13.9K	﹤0.01%	2092
2023 Q1	$102K	Sell	319 -68	-18%	-$19K	﹤0.01%	2051
2022 Q4	$91K	Hold	387	–	–	﹤0.01%	2172
2022 Q3	$84K	Hold	387	–	–	﹤0.01%	2232
2022 Q2	$76K	Sell	387 -83	-18%	-$17K	﹤0.01%	2291
2022 Q1	$103K	Buy	+470	New	+$106K	﹤0.01%	2187

Other funds holding WINA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LCM

Legato Capital Management San Francisco, California $1.21B AUM 82.36% 1-Year Est. Return

Amalgamated Bank's WINA Position: Q2 2026 in Review

Amalgamated Bank reduced its Winmark (WINA) stake by 6.3% in Q2 2026, selling an estimated $21.1K and leaving 798 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

Amalgamated Bank first reported a position in WINA in Q1 2022 and has held it in 18 quarters since. The position peaked at $364K in Q1 2026. 89 funds tracked by Wall St. Rank hold WINA as of Q2 2026.

Amalgamated Bank held 798 shares of Winmark worth $338K as of Q2 2026.
Amalgamated Bank sold 54 Winmark shares in Q2 2026, an estimated $21.1K.
Winmark made up ﹤0.01% of Amalgamated Bank's portfolio in Q2 2026, its #1464 holding.
Amalgamated Bank first reported a position in Winmark in Q1 2022 and has held it in 18 quarters since.
Amalgamated Bank's Winmark position peaked at $364K in Q1 2026.
89 funds tracked by Wall St. Rank held Winmark as of Q2 2026.

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