Amalgamated Bank Investment Analysis: Significant Purchases and Sales in Q3 2026

Amalgamated Bank's portfolio, valued at $14.25 million as of September 30, 2026, reflects a dynamic investment strategy focused on specific sectors and individual stocks. The bank maintains a substantial allocation in Technology, accounting for 38.39% of the portfolio value, followed by Communication Services at 13.11% and Consumer Cyclical at 8.73%.

The bank's Technology sector allocation, worth $5.47 million, includes significant positions like NVIDIA Corporation (NVDA) at 7.56%, Apple Inc. (AAPL) at 6.38%, Microsoft Corp (MSFT) at 4.97%, and Alphabet Inc. Class A (GOOGL) at 2.81%. However, this quarter's activity shows a clear shift in focus for some of these large holdings.

Amalgamated Bank demonstrated strong conviction buying in several areas outside its core large-cap Technology focus. The bank significantly increased its position in AGNC Investment Corp (AGNC), acquiring an additional 916.22% of the stock, bringing its portfolio percentage allocation to 0.03%. Similarly, Amphena Corp Common CL A (APH) saw a massive 95.92% increase, now holding 0.29% of the portfolio. CrowdStrike Holdings Inc -A (CRWD) also experienced a substantial 291.7% jump in ownership, allocating 0.37%.

Furthermore, the bank added positions in smaller companies like Monster Beverage Corp (MNST) with a 94.93% increase, now holding 0.08%, and EverPure Inc CL A (PSTG) despite a slight decrease in percentage change (-57.15%) from prior period, the position still decreased significantly. Mueller Inds Inc (MLI) and Sun Communities Inc (SUI) also saw substantial increases of 101.59% and 687.53% respectively, though their allocations remain very small at 0.04% each.

Conversely, the bank also made notable reductions in its holdings. While maintaining its large Technology positions, the bank sold shares of NVIDIA Corporation (NVDA), reducing its stake by 2.19%. Similarly, it decreased its position in Apple Inc. (AAPL) by 2.72%, Microsoft Corp (MSFT) by 2.36%, and Amazon.com Inc (AMZN) by 2.44%. These sales, though representing a decrease in percentage allocation, still indicate significant capital flows out of these major holdings.

Additionally, the bank exited its position in Goodyear Tire Rubber Co. (GT), completely removing it from the portfolio, and saw a moderate decrease in ATT Inc (T) by 3.92%. The bank also sold shares of EverPure Inc CL A (PSTG), which experienced a significant reduction of 57.15% from the previous period.