Amalgamated Bank’s XP XP Stock Holding History

Amalgamated Bank’s Portfolio XP Stock Details XP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$289K	Sell	17,744 -21,683	-55%	-$387K	﹤0.01%	1512
2026 Q1	$751K	Buy	39,427 +5,210	+15%	+$101K	0.01%	1182
2025 Q4	$560K	Buy	34,217 +13,059	+62%	+$230K	﹤0.01%	1280
2025 Q3	$398K	Sell	21,158 -776	-4%	-$13.9K	﹤0.01%	1391
2025 Q2	$443K	Sell	21,934 -133	-0.6%	-$2.3K	﹤0.01%	1322
2025 Q1	$303K	Sell	22,067 -172	-0.8%	-$2.37K	﹤0.01%	1426
2024 Q4	$264K	Hold	22,239	–	–	﹤0.01%	1509
2024 Q3	$399K	Sell	22,239 -50,112	-69%	-$914K	﹤0.01%	1386
2024 Q2	$1.27M	Buy	72,351 +53,891	+292%	+$1.11M	0.01%	972
2024 Q1	$474K	Sell	18,460 -53,589	-74%	-$1.34M	﹤0.01%	1332
2023 Q4	$1.88M	Buy	72,049 +17,157	+31%	+$392K	0.02%	937
2023 Q3	$1.26M	Buy	54,892 +3,209	+6%	+$80.4K	0.01%	1035
2023 Q2	$1.21M	Buy	+51,683	New	+$877K	0.01%	1052

Other funds holding XP

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

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return

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

SCP

Seafarer Capital Partners Larkspur, California $434M AUM 22.8% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Amalgamated Bank's XP Position: Q2 2026 in Review

Amalgamated Bank reduced its XP (XP) stake by 55% in Q2 2026, selling an estimated $387K and leaving 17,744 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

Amalgamated Bank first reported a position in XP in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.88M in Q4 2023. 138 funds tracked by Wall St. Rank hold XP as of Q2 2026.

Amalgamated Bank held 17,744 shares of XP worth $289K as of Q2 2026.
Amalgamated Bank sold 21,683 XP shares in Q2 2026, an estimated $387K.
XP made up ﹤0.01% of Amalgamated Bank's portfolio in Q2 2026, its #1512 holding.
Amalgamated Bank first reported a position in XP in Q2 2023 and has held it in 13 quarters since.
Amalgamated Bank's XP position peaked at $1.88M in Q4 2023.
138 funds tracked by Wall St. Rank held XP as of Q2 2026.

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