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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
LRMR icon
2651
Larimar Therapeutics
LRMR
$450M
$6K ﹤0.01%
1,527
+75
+5% +$292
MDWD icon
2652
MediWound
MDWD
$179M
$6K ﹤0.01%
306
+29
+10% +$530
CD
2653
Chaince Digital Holdings
CD
$230M
$6K ﹤0.01%
1,279
+186
+17% +$2.15K
NC icon
2654
NACCO Industries
NC
$308M
$6K ﹤0.01%
125
-16
-11% -$736
NFE icon
2655
New Fortress Energy
NFE
$94.6M
$6K ﹤0.01%
5,516
+2,570
+87% +$3.79K
NGNE icon
2656
Neurogene
NGNE
$698M
$6K ﹤0.01%
309
-47
-13% -$1.17K
NNOX icon
2657
Nano X Imaging
NNOX
$75.2M
$6K ﹤0.01%
2,019
+124
+7% +$446
OABI icon
2658
OmniAb
OABI
$509M
$6K ﹤0.01%
3,304
+134
+4% +$233
OLPX
2659
DELISTED
Olaplex Holdings
OLPX
$6K ﹤0.01%
4,414
+74
+2% +$88
OPRX icon
2660
OptimizeRx
OPRX
$130M
$6K ﹤0.01%
496
-96
-16% -$1.57K
OVLY icon
2661
Oak Valley Bancorp
OVLY
$281M
$6K ﹤0.01%
215
-12
-5% -$338
PANL icon
2662
Pangaea Logistics
PANL
$449M
$6K ﹤0.01%
937
-291
-24% -$1.76K
PAYS icon
2663
Paysign
PAYS
$708M
$6K ﹤0.01%
1,093
-8
-0.7% -$43
PKOH icon
2664
Park-Ohio Holdings
PKOH
$685M
$6K ﹤0.01%
305
+22
+8% +$457
QUAD icon
2665
Quad
QUAD
$507M
$6K ﹤0.01%
909
-201
-18% -$1.18K
RGCO icon
2666
RGC Resources
RGCO
$222M
$6K ﹤0.01%
260
-10
-4% -$218
RICK icon
2667
RCI Hospitality Holdings
RICK
$210M
$6K ﹤0.01%
255
-36
-12% -$921
RMNI icon
2668
Rimini Street
RMNI
$449M
$6K ﹤0.01%
1,533
-296
-16% -$1.23K
RZLT icon
2669
Rezolute
RZLT
$449M
$6K ﹤0.01%
2,537
+251
+11% +$1.97K
SEVN
2670
Seven Hills Realty Trust
SEVN
$173M
$6K ﹤0.01%
694
+252
+57% +$2.37K
SKYH icon
2671
Sky Harbour Group
SKYH
$386M
$6K ﹤0.01%
668
+276
+70% +$2.64K
SLQT icon
2672
SelectQuote
SLQT
$123M
$6K ﹤0.01%
4,412
-201
-4% -$336
SMLR
2673
DELISTED
Semler Scientific
SMLR
$6K ﹤0.01%
415
+183
+79% +$4.15K
SNDA icon
2674
Sonida Senior Living
SNDA
$1.87B
$6K ﹤0.01%
173
+11
+7% +$326
SPIR icon
2675
Spire Global
SPIR
$559M
$6K ﹤0.01%
862
+90
+12% +$880
105 106
107
108 109

Similar funds

JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

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.