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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
OBT icon
2426
Orange County Bancorp
OBT
$520M
$10K ﹤0.01%
367
+23
+7% +$604
PDLB icon
2427
Ponce Financial Group
PDLB
$494M
$10K ﹤0.01%
618
-72
-10% -$1.11K
PTLO icon
2428
Portillo's
PTLO
$327M
$10K ﹤0.01%
2,097
+233
+13% +$1.22K
PUBM icon
2429
PubMatic
PUBM
$804M
$10K ﹤0.01%
1,183
-265
-18% -$2.31K
RC
2430
Ready Capital
RC
$323M
$10K ﹤0.01%
4,664
-38,227
-89% -$107K
SHOE
2431
Shoe Station Group
SHOE
$428M
$10K ﹤0.01%
570
-4,660
-89% -$85.6K
SGHT icon
2432
Sight Sciences
SGHT
$427M
$10K ﹤0.01%
1,315
+90
+7% +$575
SITC icon
2433
SITE Centers
SITC
$155M
$10K ﹤0.01%
1,578
-12,373
-89% -$93.5K
SLDB icon
2434
Solid Biosciences
SLDB
$949M
$10K ﹤0.01%
1,852
+1,073
+138% +$5.82K
SLP icon
2435
Simulations Plus
SLP
$370M
$10K ﹤0.01%
525
-2
-0.4% -$35
STRT icon
2436
STRATTEC Security
STRT
$349M
$10K ﹤0.01%
127
-5
-4% -$358
TITN icon
2437
Titan Machinery
TITN
$438M
$10K ﹤0.01%
663
-75
-10% -$1.21K
TRC icon
2438
Tejon Ranch
TRC
$447M
$10K ﹤0.01%
661
-64
-9% -$1.02K
VLGEA icon
2439
Village Super Market
VLGEA
$618M
$10K ﹤0.01%
288
-9
-3% -$309
CRML icon
2440
Critical Metals Corp
CRML
$994M
$10K ﹤0.01%
1,423
+1,170
+462% +$12.8K
IBTA icon
2441
Ibotta
IBTA
$741M
$10K ﹤0.01%
439
-102
-19% -$2.75K
BIOA
2442
BioAge Labs
BIOA
$490M
$10K ﹤0.01%
745
+331
+80% +$2.93K
ONIT
2443
Onity Group
ONIT
$328M
$10K ﹤0.01%
209
-8
-4% -$329
FVR
2444
FrontView REIT
FVR
$477M
$10K ﹤0.01%
649
+157
+32% +$2.26K
CTEV
2445
Claritev Corp
CTEV
$592M
$10K ﹤0.01%
238
-25
-10% -$1.27K
GBFH
2446
GBank Financial Holdings
GBFH
$312M
$10K ﹤0.01%
283
-24
-8% -$879
ACRS icon
2447
Aclaris Therapeutics
ACRS
$871M
$9K ﹤0.01%
2,883
-217
-7% -$548
ALDX icon
2448
Aldeyra Therapeutics
ALDX
$91.1M
$9K ﹤0.01%
1,705
+134
+9% +$688
AMCX icon
2449
AMC Global Media
AMCX
$486M
$9K ﹤0.01%
968
-92
-9% -$775
AVXL icon
2450
Anavex Life Sciences
AVXL
$325M
$9K ﹤0.01%
2,626
+36
+1% +$221
96 97
98
99 100

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.