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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
FFAI
2751
Faraday Future Intelligent Electric
FFAI
$11.2M
$5K ﹤0.01%
30
+10
+50% +$1.86K
AII
2752
American Integrity Insurance
AII
$403M
$5K ﹤0.01%
252
-7
-3% -$156
OMDA
2753
Omada Health Inc
OMDA
$1.51B
$5K ﹤0.01%
292
-6
-2% -$122
WYFI
2754
WhiteFiber Inc
WYFI
$912M
$5K ﹤0.01%
+343
New +$8.48K
CBK
2755
Commercial Bancgroup
CBK
$475M
$5K ﹤0.01%
+217
New +$5.33K
PXED
2756
Phoenix Education Partners
PXED
$1B
$5K ﹤0.01%
+156
New +$5.23K
ACDC icon
2757
ProFrac Holding
ACDC
$929M
$4K ﹤0.01%
903
+132
+17% +$539
ACNT icon
2758
Ascent Industries
ACNT
$141M
$4K ﹤0.01%
258
-14
-5% -$192
ACR
2759
ACRES Commercial Realty
ACR
$101M
$4K ﹤0.01%
193
-17
-8% -$363
ACTG icon
2760
Acacia Research
ACTG
$465M
$4K ﹤0.01%
1,074
-208
-16% -$746
ACU icon
2761
Acme United Corp
ACU
$217M
$4K ﹤0.01%
106
-7
-6% -$269
ALEC icon
2762
Alector
ALEC
$189M
$4K ﹤0.01%
2,523
-17
-0.7% -$30
ANIK icon
2763
Anika Therapeutics
ANIK
$277M
$4K ﹤0.01%
392
-105
-21% -$1.01K
AOMR
2764
Angel Oak Mortgage REIT
AOMR
$208M
$4K ﹤0.01%
427
+9
+2% +$80
BCBP icon
2765
BCB Bancorp
BCBP
$155M
$4K ﹤0.01%
488
-11
-2% -$89
BFIN
2766
DELISTED
BankFinancial
BFIN
$4K ﹤0.01%
351
-30
-8% -$355
BOOM icon
2767
DMC Global
BOOM
$153M
$4K ﹤0.01%
609
-31
-5% -$214
BSET icon
2768
Bassett Furniture
BSET
$169M
$4K ﹤0.01%
256
-22
-8% -$345
CFBK icon
2769
CF Bankshares
CFBK
$229M
$4K ﹤0.01%
147
+16
+12% +$382
CVRX icon
2770
CVRx
CVRX
$62.9M
$4K ﹤0.01%
505
-10
-2% -$91
CXDO icon
2771
Crexendo
CXDO
$209M
$4K ﹤0.01%
541
+47
+10% +$308
ECBK icon
2772
ECB Bancorp
ECBK
$175M
$4K ﹤0.01%
236
-27
-10% -$448
EHTH icon
2773
eHealth
EHTH
$40.4M
$4K ﹤0.01%
904
-79
-8% -$348
EML icon
2774
Eastern Company
EML
$149M
$4K ﹤0.01%
181
+1
+0.6% +$20
EPM icon
2775
Evolution Petroleum
EPM
$134M
$4K ﹤0.01%
992
-72
-7% -$304
109 110
111
112 113

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JFG
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IFP
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BBVA
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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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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.