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Amalgamated Bank’s Workiva WK Stock Holding History

Amalgamated Bank’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,580
Closed -$136K – 2801
2025
Q4 		$136K Sell
1,580
-49
-3% -$4.34K ﹤0.01% 1653
2025
Q3 		$140K Sell
1,629
-123
-7% -$9.24K ﹤0.01% 1648
2025
Q2 		$120K Hold
1,752
– – ﹤0.01% 1669
2025
Q1 		$133K Buy
1,752
+6
+0.3% +$567 ﹤0.01% 1622
2024
Q4 		$191K Hold
1,746
– – ﹤0.01% 1583
2024
Q3 		$138K Hold
1,746
– – ﹤0.01% 1649
2024
Q2 		$127K Buy
1,746
+49
+3% +$3.86K ﹤0.01% 1669
2024
Q1 		$144K Sell
1,697
-5,440
-76% -$490K ﹤0.01% 1664
2023
Q4 		$725K Sell
7,137
-320
-4% -$30.9K 0.01% 1282
2023
Q3 		$756K Buy
7,457
+62
+0.8% +$6.44K 0.01% 1226
2023
Q2 		$752K Buy
7,395
+634
+9% +$61K 0.01% 1253
2023
Q1 		$692K Sell
6,761
-1,081
-14% -$98K 0.01% 1275
2022
Q4 		$658K Buy
7,842
+127
+2% +$9.84K 0.01% 1335
2022
Q3 		$600K Buy
7,715
+183
+2% +$12.5K 0.01% 1342
2022
Q2 		$497K Buy
7,532
+521
+7% +$43.4K ﹤0.01% 1467
2022
Q1 		$827K Sell
7,011
-526
-7% -$58.1K 0.01% 1302
2021
Q4 		$984K Sell
7,537
-81
-1% -$11.4K 0.01% 1235
2021
Q3 		$1.07M Sell
7,618
-318
-4% -$43.1K 0.01% 1211
2021
Q2 		$884K Buy
7,936
+2,281
+40% +$221K 0.01% 1348
2021
Q1 		$499K Sell
5,655
-549
-9% -$54.3K 0.02% 982
2020
Q4 		$568K Buy
6,204
+124
+2% +$8.71K 0.02% 897
2020
Q3 		$339K Sell
6,080
-64
-1% -$3.56K 0.01% 1057
2020
Q2 		$329K Sell
6,144
-390
-6% -$16K 0.02% 1059
2020
Q1 		$211K Sell
6,534
-157
-2% -$6.53K 0.01% 1340
2019
Q4 		$281K Buy
6,691
+507
+8% +$21.4K 0.01% 1445
2019
Q3 		$271K Sell
6,184
-92
-1% -$4.85K 0.01% 1374
2019
Q2 		$365K Buy
6,276
+1,869
+42% +$100K 0.01% 1238
2019
Q1 		$223K Buy
+4,407
New +$194K 0.01% 1452

Other funds holding WK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Amalgamated Bank's WK Position: Q1 2026 in Review

Amalgamated Bank sold out of Workiva (WK) in Q1 2026, closing a stake of 1,580 shares — an estimated $136K sold.

Amalgamated Bank first reported a position in WK in Q1 2019 and held it in 28 quarters. The position peaked at $1.07M in Q3 2021. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Amalgamated Bank reported no remaining Workiva position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 1,580 Workiva shares in Q1 2026, an estimated $136K.
  • Amalgamated Bank first reported a position in Workiva in Q1 2019 and held it in 28 quarters.
  • Amalgamated Bank's Workiva position peaked at $1.07M in Q3 2021.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

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