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Amalgamated Bank’s Willis Lease Finance WLFC Stock Holding History

Amalgamated Bank’s Portfolio WLFC Stock Details WLFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-264
Closed -$12K – 2803
2025
Q4 		$12K Sell
264
-27
-9% -$1.16K ﹤0.01% 2353
2025
Q3 		$13K Hold
291
– – ﹤0.01% 2352
2025
Q2 		$14K Hold
291
– – ﹤0.01% 2291
2025
Q1 		$15K Buy
291
+3
+1% +$191 ﹤0.01% 2195
2024
Q4 		$20K Hold
288
– – ﹤0.01% 2119
2024
Q3 		$14K Hold
288
– – ﹤0.01% 2302
2024
Q2 		$7K Hold
288
– – ﹤0.01% 2649
2024
Q1 		$5K Sell
288
-456
-61% -$7.35K ﹤0.01% 2750
2023
Q4 		$12K Sell
744
-84
-10% -$1.25K ﹤0.01% 2836
2023
Q3 		$12K Hold
828
– – ﹤0.01% 2868
2023
Q2 		$11K Buy
+828
New +$12.8K ﹤0.01% 2945
2022
Q2 		– Sell
-1,068
Closed -$11K – 3216
2022
Q1 		$11K Buy
+1,068
New +$12.4K ﹤0.01% 2948

Other funds holding WLFC

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
FTIA
Four Tree Island Advisory Portsmouth, New Hampshire $303M AUM 128.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Amalgamated Bank's WLFC Position: Q1 2026 in Review

Amalgamated Bank sold out of Willis Lease Finance (WLFC) in Q1 2026, closing a stake of 264 shares — an estimated $12K sold.

Amalgamated Bank first reported a position in WLFC in Q1 2022 and held it in 12 quarters. The position peaked at $20K in Q4 2024. 125 funds tracked by Wall St. Rank hold WLFC as of Q1 2026.

  • Amalgamated Bank reported no remaining Willis Lease Finance position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 264 Willis Lease Finance shares in Q1 2026, an estimated $12K.
  • Amalgamated Bank first reported a position in Willis Lease Finance in Q1 2022 and held it in 12 quarters.
  • Amalgamated Bank's Willis Lease Finance position peaked at $20K in Q4 2024.
  • 125 funds tracked by Wall St. Rank held Willis Lease Finance as of Q1 2026.

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