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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
HY icon
2376
Hyster-Yale Materials Handling
HY
$619M
$11K ﹤0.01%
369
-22
-6% -$726
ITIC
2377
Investors Title Co
ITIC
$535M
$11K ﹤0.01%
45
-1
-2% -$263
LTBR icon
2378
Lightbridge
LTBR
$339M
$11K ﹤0.01%
842
+202
+32% +$3.88K
LXFR icon
2379
Luxfer Holdings
LXFR
$457M
$11K ﹤0.01%
840
-109
-11% -$1.42K
MCS icon
2380
Marcus Corp
MCS
$884M
$11K ﹤0.01%
717
-69
-9% -$1.03K
MGPI icon
2381
MGP Ingredients
MGPI
$393M
$11K ﹤0.01%
443
-3,750
-89% -$91.4K
MGTX icon
2382
MeiraGTx Holdings
MGTX
$1.21B
$11K ﹤0.01%
1,421
-186
-12% -$1.55K
MRVI icon
2383
Maravai LifeSciences
MRVI
$866M
$11K ﹤0.01%
3,434
-437
-11% -$1.47K
NATR icon
2384
Nature's Sunshine
NATR
$281M
$11K ﹤0.01%
522
+109
+26% +$2K
NGS icon
2385
Natural Gas Services Group
NGS
$474M
$11K ﹤0.01%
319
-52
-14% -$1.55K
ORGO icon
2386
Organogenesis Holdings
ORGO
$243M
$11K ﹤0.01%
2,146
-282
-12% -$1.37K
PRME icon
2387
Prime Medicine
PRME
$591M
$11K ﹤0.01%
3,126
+1,169
+60% +$5.2K
RBB icon
2388
RBB Bancorp
RBB
$458M
$11K ﹤0.01%
510
-52
-9% -$1.02K
RM icon
2389
Regional Management Corp
RM
$292M
$11K ﹤0.01%
285
+18
+7% +$697
RRBI icon
2390
Red River Bancshares
RRBI
$674M
$11K ﹤0.01%
155
-2
-1% -$137
RXST icon
2391
RxSight
RXST
$293M
$11K ﹤0.01%
1,094
-163
-13% -$1.64K
STKL
2392
DELISTED
SunOpta
STKL
$11K ﹤0.01%
3,009
-380
-11% -$1.73K
SVV icon
2393
Savers
SVV
$1.81B
$11K ﹤0.01%
1,206
+310
+35% +$3.19K
WNC icon
2394
Wabash National
WNC
$505M
$11K ﹤0.01%
1,239
-389
-24% -$3.4K
WTBA icon
2395
West Bancorporation
WTBA
$496M
$11K ﹤0.01%
475
-84
-15% -$1.81K
ZUMZ icon
2396
Zumiez
ZUMZ
$322M
$11K ﹤0.01%
415
-121
-23% -$2.91K
NPB
2397
Northpointe Bancshares
NPB
$591M
$11K ﹤0.01%
645
+285
+79% +$4.82K
NAGE
2398
Niagen Bioscience
NAGE
$244M
$11K ﹤0.01%
1,663
-31
-2% -$216
VOYG
2399
Voyager Technologies
VOYG
$2.6B
$11K ﹤0.01%
438
-7
-2% -$190
BRCB
2400
Black Rock Coffee Bar Inc
BRCB
$149M
$11K ﹤0.01%
+515
New +$11.9K
94 95
96
97 98

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.