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AB

Amalgamated Bank Portfolio holdings

AUM $14.5B
1-Year Est. Return 44.3%
This Fund
S&P 500
This Quarter Est. Return
+4.02%
1 Year Est. Return
+44.3%
3 Year Est. Return
+131.76%
5 Year Est. Return
+175.18%
10 Year Est. Return
+715.41%
AUM
$13.9B
AUM Growth
-$141M
Cap. Flow
-$425M
Cap. Flow %
-3.07%
Top 10 Hldgs %
34.53%
Holding
3,023
New
28
Increased
1,092
Reduced
1,855
Closed
41

Top Buys

Rank Stock Value
1
CRH icon
CRH
CRH
+$11M
2
CVNA icon
Carvana
CVNA
+$7.62M
3
PINS icon
Pinterest
PINS
+$7.21M
4
PNFP icon
Pinnacle Financial Partners Inc
PNFP
+$5.17M
5
ARES icon
Ares Management
ARES
+$4.45M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$53M
2
MSFT icon
Microsoft
MSFT
+$40.6M
3
NVDA icon
NVIDIA
NVDA
+$40.6M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$15.1M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$13.8M

Sector Composition

Rank Sector Weight
1 Technology 33.29%
2 Financials 13.13%
3 Consumer Discretionary 11.05%
4 Communication Services 9.85%
5 Healthcare 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BELFA icon
2501
Bel Fuse Inc Class A
BELFA
$3.38B
$8K ﹤0.01%
51
-9
-15% -$1.21K
BLZE icon
2502
Backblaze
BLZE
$1.16B
$8K ﹤0.01%
1,733
+149
+9% +$1.02K
BMBL icon
2503
Bumble
BMBL
$367M
$8K ﹤0.01%
2,287
-72
-3% -$319
BOC icon
2504
Boston Omaha
BOC
$430M
$8K ﹤0.01%
684
-114
-14% -$1.48K
CADL icon
2505
Candel Therapeutics
CADL
$780M
$8K ﹤0.01%
1,377
+397
+41% +$2.14K
CCRN
2506
DELISTED
Cross Country Healthcare
CCRN
$8K ﹤0.01%
983
-253
-20% -$2.76K
CZFS icon
2507
Citizens Financial Services
CZFS
$396M
$8K ﹤0.01%
142
-6
-4% -$341
DBI icon
2508
Designer Brands
DBI
$321M
$8K ﹤0.01%
1,050
-663
-39% -$3.19K
DMAC icon
2509
DiaMedica Therapeutics
DMAC
$370M
$8K ﹤0.01%
1,066
+164
+18% +$1.23K
DSGR icon
2510
Distribution Solutions Group
DSGR
$1.61B
$8K ﹤0.01%
308
-23
-7% -$647
EGHT icon
2511
8x8 Inc
EGHT
$309M
$8K ﹤0.01%
4,203
-296
-7% -$583
FRPH icon
2512
FRP Holdings
FRPH
$425M
$8K ﹤0.01%
366
-100
-21% -$2.36K
FSBW icon
2513
FS Bancorp
FSBW
$322M
$8K ﹤0.01%
203
-20
-9% -$803
FTK icon
2514
Flotek Industries
FTK
$1.41B
$8K ﹤0.01%
448
-39
-8% -$619
GCO icon
2515
Genesco
GCO
$409M
$8K ﹤0.01%
312
-102
-25% -$2.92K
GRNT icon
2516
Granite Ridge Resources
GRNT
$683M
$8K ﹤0.01%
1,699
-118
-6% -$609
HDSN
2517
Hudson Technologies
HDSN
$233M
$8K ﹤0.01%
1,209
-288
-19% -$2.27K
HNST icon
2518
The Honest Company
HNST
$559M
$8K ﹤0.01%
2,934
+163
+6% +$500
HSHP
2519
Himalaya Shipping
HSHP
$731M
$8K ﹤0.01%
878
-45
-5% -$380
ISTR icon
2520
Investar Holding Corp
ISTR
$417M
$8K ﹤0.01%
288
-32
-10% -$787
JMSB icon
2521
John Marshall Bancorp
JMSB
$328M
$8K ﹤0.01%
397
+2
+0.5% +$39
JOUT icon
2522
Johnson Outdoors
JOUT
$494M
$8K ﹤0.01%
183
+1
+0.5% +$41
KELYA icon
2523
Kelly Services Class A
KELYA
$536M
$8K ﹤0.01%
964
-83
-8% -$844
KRMD icon
2524
KORU Medical Systems
KRMD
$159M
$8K ﹤0.01%
1,357
-93
-6% -$445
MBCN
2525
DELISTED
Middlefield Banc Corp
MBCN
$8K ﹤0.01%
230
-35
-13% -$1.16K
99 100
101
102 103

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JFG
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IFP
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BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
SSA
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BGC
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FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return
BIP
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GF
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Amalgamated Bank's Q4 2025 Portfolio in Review

As of Q4 2025, Amalgamated Bank held 3,023 positions worth $13.9B, down 1% from $14B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Amalgamated Bank withdrew a net $425M in Q4 2025, closing 41 positions and reducing 1,855 holdings. Its most notable exit was Kellanova, an estimated $4.43M position sold in full.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 34% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Amalgamated Bank opened a new position in Qnity Electronics Inc worth $3.35M.

  • Amalgamated Bank's largest Q4 2025 buy was Qnity Electronics Inc: 40,967 shares worth $3.35M.
  • Amalgamated Bank added most to CRH in Q4 2025, an estimated $11M increase.
  • Amalgamated Bank's biggest Q4 2025 reduction was Apple, cutting an estimated $53M.
  • Amalgamated Bank fully exited Kellanova in Q4 2025, selling an estimated $4.43M.
  • Amalgamated Bank's ten largest holdings make up 35% of its $13.9B portfolio in Q4 2025.
  • Amalgamated Bank opened 28 new positions and closed 41 in Q4 2025.
  • Amalgamated Bank's portfolio value fell 1% quarter-over-quarter to $13.9B.

Based on Amalgamated Bank's 13F filing for Q4 2025, filed 5 Feb 2026.