Amalgamated Financial’s Financial Institutions FISI Stock Holding History

Amalgamated Financial’s Portfolio FISI Stock Details FISI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$57K	Buy	+1,886	New	+$60.6K	﹤0.01%	2362

Other funds holding FISI

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

CNC

Canandaigua National Corp Canandaigua, New York $1.12B AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amalgamated Financial's FISI Position: Q1 2022 in Review

Amalgamated Financial opened a new position in Financial Institutions (FISI) in Q1 2022: 1,886 shares worth $57K. The stake represents ﹤0.01% of the portfolio and ranks #2362 among its holdings.

130 funds tracked by Wall St. Rank hold FISI as of Q1 2022.

Amalgamated Financial held 1,886 shares of Financial Institutions worth $57K as of Q1 2022.
Financial Institutions was a new Amalgamated Financial position in Q1 2022.
Financial Institutions made up ﹤0.01% of Amalgamated Financial's portfolio in Q1 2022, its #2362 holding.
130 funds tracked by Wall St. Rank held Financial Institutions as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.