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AMAL — AMALGAMATED FINANCIAL CORP

Reported value held$321.41M
Funds holding (latest)38
SectorFinancials
Funds holding (Q2 2026)32
Institutional value$270.10M · 6.11M sh
New / Add / Cut / Exit4 / 11 / 14 / 1
Top-5 / Top-10 concentration76.4% / 88.5%
Institutional holdings change Reducing -0.8% (-48.52K sh)
Institutional value change Up +16.3%

As of Q2 2026, 32 SEC-registered investment managers reported holding AMAL (AMALGAMATED FINANCIAL CORP) in their latest 13F filings, with a combined reported value of $270.10M across 6.11M shares. That is -0.8% by share count (-48.52K shares) versus the previous quarter, while reported value moved +16.3%. Ownership is concentrated: the five largest holders account for 76.4% of reported value and the top ten for 88.5%.

Compared with the prior quarter, 4 opened new positions, 11 added to existing stakes, 14 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

AMAL is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 32 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 3.41M $156.33M 0.00% Reduce
Geode Capital Management history 536.60K $24.64M 0.00% Reduce
Northern Trust Corp history 205.40K $9.43M 0.00% Reduce
Goldman Sachs Group history 179.37K $8.23M 0.00% Reduce
Bank of America Corp history 169.30K $7.77M 0.00% Add
Charles Schwab Investment Management history 168.28K $7.72M 0.00% Reduce
Millennium Management history 154.37K $7.09M 0.00% Add
BNY Mellon history 151.01K $6.93M 0.00% Reduce
Morgan Stanley history 119.00K $5.46M 0.00% Reduce
AQR Capital Management history 117.61K $5.40M 0.00% Add
Two Sigma Investments history 86.22K $3.96M 0.00% Reduce
Franklin Resources history 75.10K $3.45M 0.00% Reduce
Fidelity Management & Research (FMR) history 64.25K $2.95M 0.00% Reduce
UBS Group AG history 56.08K $2.57M 0.00% Add
D. E. Shaw & Co history 48.15K $2.21M 0.00% Add
Citadel Advisors history 40.79K $1.87M 0.00% New
Point72 Asset Management history 37.98K $1.74M 0.01% Reduce
Principal Global Investors history 37.04K $1.70M 0.00% Add
Prudential Financial history 36.30K $1.67M 0.00% Hold
Invesco Ltd history 34.23K $1.57M 0.00% Reduce
Citigroup Inc history 32.11K $1.47M 0.00% Add
Wells Fargo & Co history 24.73K $1.13M 0.00% Add
Legal & General Investment Management America history 20.56K $943.80K 0.00% Add
Deutsche Bank AG history 18.26K $838.09K 0.00% Add
Lazard Asset Management history 17.45K $800.73K 0.00% Reduce
JPMorgan Chase & Co history 16.00K $746.49K 0.00% New
Marshall Wace history 13.30K $610.47K 0.00% New
Manulife Financial history 7.45K $341.73K 0.00% Reduce
CPP Investments history 6.20K $284.58K 0.00% Hold
Amundi US history 4.96K $227.66K 0.00% New
T. Rowe Price Associates history 222.63K $10.22K 0.00% Add
PNC Financial Services history 5 $230 0.00% Hold

Q1 2026 — 29 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 3.47M $134.76M 0.00% Reduce
Geode Capital Management history 571.09K $22.20M 0.00% Reduce
Northern Trust Corp history 221.53K $8.61M 0.00% Add
Goldman Sachs Group history 185.33K $7.20M 0.00% Reduce
Charles Schwab Investment Management history 176.75K $6.87M 0.00% Reduce
Bank of America Corp history 164.68K $6.40M 0.00% Add
BNY Mellon history 156.24K $6.07M 0.00% Reduce
Morgan Stanley history 135.13K $5.25M 0.00% Reduce
AQR Capital Management history 116.36K $4.52M 0.00% Add
Two Sigma Investments history 110.63K $4.30M 0.00% Reduce
Fidelity Management & Research (FMR) history 100.42K $3.90M 0.00% Add
Millennium Management history 90.85K $3.53M 0.00% Reduce
Franklin Resources history 80.05K $3.11M 0.00% Add
Point72 Asset Management history 63.17K $2.46M 0.00% Add
Lazard Asset Management history 47.47K $1.85M 0.00% Reduce
Invesco Ltd history 41.16K $1.60M 0.00% Reduce
UBS Group AG history 38.01K $1.48M 0.00% Reduce
D. E. Shaw & Co history 36.77K $1.43M 0.00% Reduce
Prudential Financial history 36.42K $1.42M 0.00% Add
Principal Global Investors history 34.55K $1.34M 0.00% Reduce
Citigroup Inc history 26.02K $1.01M 0.00% Reduce
Deutsche Bank AG history 17.93K $696.82K 0.00% Add
Wells Fargo & Co history 17.87K $694.65K 0.00% Reduce
Legal & General Investment Management America history 16.14K $627.40K 0.00% Reduce
Manulife Financial history 10.55K $410.04K 0.00% Add
Janus Henderson Group history 6.53K $253.97K 0.00% Hold
CPP Investments history 6.20K $240.99K 0.00% Hold
T. Rowe Price Associates history 180.40K $7.01K 0.00% Add
PNC Financial Services history 5 $194 0.00% Hold

Q4 2025 — 34 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 3.49M $111.68M 0.00% Add
Vanguard Group history 1.43M $45.94M 0.00% Add
Geode Capital Management history 623.82K $19.98M 0.00% Reduce
Goldman Sachs Group history 295.67K $9.47M 0.00% Add
Northern Trust Corp history 214.59K $6.87M 0.00% Reduce
Charles Schwab Investment Management history 182.93K $5.86M 0.00% Reduce
BNY Mellon history 167.01K $5.35M 0.00% Add
Morgan Stanley history 155.84K $4.99M 0.00% Reduce
Bank of America Corp history 150.06K $4.81M 0.00% Reduce
Two Sigma Investments history 131.53K $4.21M 0.01% Add
Millennium Management history 98.34K $3.15M 0.00% Reduce
Fidelity Management & Research (FMR) history 92.08K $2.95M 0.00% Add
AQR Capital Management history 89.83K $2.88M 0.00% Add
Citadel Advisors history 68.32K $2.19M 0.00% New
Franklin Resources history 63.73K $2.04M 0.00% Reduce
JPMorgan Chase & Co history 61.21K $1.96M 0.00% Reduce
Lazard Asset Management history 53.72K $1.72M 0.00% New
Arrowstreet Capital history 51.04K $1.63M 0.00% Reduce
D. E. Shaw & Co history 45.22K $1.45M 0.00% Add
Principal Global Investors history 42.22K $1.35M 0.00% Add
Invesco Ltd history 41.69K $1.34M 0.00% Add
UBS Group AG history 38.67K $1.24M 0.00% Reduce
Prudential Financial history 34.26K $1.10M 0.00% Add
Citigroup Inc history 30.93K $990.53K 0.00% Reduce
Point72 Asset Management history 25.99K $832.40K 0.00% New
Wells Fargo & Co history 25.77K $825.41K 0.00% Add
Legal & General Investment Management America history 20.61K $660.08K 0.00% Hold
Balyasny Asset Management history 18.21K $583.27K 0.00% New
Deutsche Bank AG history 13.17K $421.74K 0.00% Reduce
Manulife Financial history 6.95K $222.67K 0.00% Reduce
Janus Henderson Group history 6.53K $208.86K 0.00% New
CPP Investments history 6.20K $198.59K 0.00% New
T. Rowe Price Associates history 160.24K $5.13K 0.00% Reduce
PNC Financial Services history 5 $160 0.00% New

Q3 2025 — 27 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 3.32M $90.27M 0.00% Reduce
Vanguard Group history 1.39M $37.61M 0.00% Add
Geode Capital Management history 630.68K $17.13M 0.00% Add
Millennium Management history 522.60K $14.19M 0.01% Add
Northern Trust Corp history 233.33K $6.34M 0.00% Add
Charles Schwab Investment Management history 185.97K $5.05M 0.00% Add
Bank of America Corp history 171.77K $4.66M 0.00% Add
Goldman Sachs Group history 166.09K $4.51M 0.00% Reduce
Morgan Stanley history 159.46K $4.33M 0.00% Reduce
BNY Mellon history 155.88K $4.23M 0.00% Add
Two Sigma Investments history 99.12K $2.69M 0.00% Add
JPMorgan Chase & Co history 98.39K $2.67M 0.00% Reduce
AQR Capital Management history 80.42K $2.18M 0.00% Reduce
UBS Group AG history 75.65K $2.05M 0.00% Reduce
Fidelity Management & Research (FMR) history 71.54K $1.94M 0.00% Add
Franklin Resources history 64.66K $1.81M 0.00% Reduce
Arrowstreet Capital history 64.61K $1.75M 0.00% Reduce
Invesco Ltd history 40.43K $1.10M 0.00% Add
D. E. Shaw & Co history 38.37K $1.04M 0.00% Add
Prudential Financial history 33.74K $916.04K 0.00% Hold
Citigroup Inc history 33.13K $899.59K 0.00% Reduce
Principal Global Investors history 28.96K $786.35K 0.00% Reduce
Legal & General Investment Management America history 20.68K $561.52K 0.00% Reduce
Wells Fargo & Co history 17.96K $487.67K 0.00% Add
Deutsche Bank AG history 13.30K $361.20K 0.00% Add
Manulife Financial history 7.94K $215.68K 0.00% Reduce
T. Rowe Price Associates history 189.37K $5.14K 0.00% Add

Q2 2025 — 38 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 3.40M $105.94M 0.00% Add
BlackRock Inc history 3.40M $105.94M 0.00% Add
Vanguard Group history 1.38M $42.99M 0.00% Add
Geode Capital Management history 608.51K $18.99M 0.00% Add
Millennium Management history 319.16K $9.96M 0.01% Add
Northern Trust Corp history 231.59K $7.23M 0.00% Add
Goldman Sachs Group history 189.58K $5.91M 0.00% Reduce
Goldman Sachs Group history 189.58K $5.91M 0.00% Reduce
Morgan Stanley history 180.98K $5.65M 0.00% Add
Morgan Stanley history 180.98K $5.65M 0.00% Add
Charles Schwab Investment Management history 179.47K $5.60M 0.00% Reduce
JPMorgan Chase & Co history 170.50K $5.32M 0.00% Reduce
JPMorgan Chase & Co history 170.50K $5.32M 0.00% Reduce
BNY Mellon history 154.93K $4.83M 0.00% Add
Bank of America Corp history 148.47K $4.63M 0.00% Add
Arrowstreet Capital history 112.61K $3.51M 0.00% Add
AQR Capital Management history 85.31K $2.66M 0.00% Reduce
UBS Group AG history 78.86K $2.46M 0.00% Reduce
Franklin Resources history 66.28K $2.07M 0.00% Reduce
Fidelity Management & Research (FMR) history 62.36K $1.95M 0.00% Add
Fidelity Management & Research (FMR) history 62.36K $1.95M 0.00% Add
Two Sigma Investments history 57.82K $1.80M 0.00% Reduce
Two Sigma Investments history 57.82K $1.80M 0.00% Reduce
Principal Global Investors history 43.74K $1.36M 0.00% Add
Invesco Ltd history 35.77K $1.12M 0.00% Reduce
Citigroup Inc history 35.20K $1.10M 0.00% Reduce
Prudential Financial history 33.73K $1.05M 0.00% Add
Legal & General Investment Management America history 21.48K $670.05K 0.00% Add
Wells Fargo & Co history 15.23K $475.24K 0.00% Add
Manulife Financial history 12.14K $378.86K 0.00% Add
D. E. Shaw & Co history 11.90K $371.31K 0.00% Reduce
Deutsche Bank AG history 10.14K $316.31K 0.00% Reduce
Deutsche Bank AG history 10.14K $316.31K 0.00% Reduce
Janus Henderson Group history 6.53K $203.58K 0.00% Reduce
Point72 Asset Management history 1.81K $56.63K 0.00% Reduce
Point72 Asset Management history 1.81K $56.63K 0.00% Reduce
T. Rowe Price Associates history 142.69K $4.45K 0.00% Add
Lazard Asset Management history 3.72K $115 0.00% Reduce

Q1 2025 — 42 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 3.17M $91.16M 0.00% Reduce
BlackRock Inc history 3.17M $91.16M 0.00% Reduce
Vanguard Group history 1.26M $36.09M 0.00% Add
Geode Capital Management history 506.34K $14.56M 0.00% Add
JPMorgan Chase & Co history 244.69K $7.03M 0.00% Reduce
JPMorgan Chase & Co history 244.69K $7.03M 0.00% Reduce
Charles Schwab Investment Management history 238.90K $6.87M 0.00% Reduce
Millennium Management history 231.74K $6.66M 0.00% Reduce
Goldman Sachs Group history 225.57K $6.49M 0.00% Reduce
Goldman Sachs Group history 225.57K $6.49M 0.00% Reduce
Northern Trust Corp history 209.59K $6.03M 0.00% Reduce
Morgan Stanley history 171.88K $4.94M 0.00% Reduce
Morgan Stanley history 171.88K $4.94M 0.00% Reduce
BNY Mellon history 141.52K $4.07M 0.00% Reduce
AQR Capital Management history 125.67K $3.61M 0.00% Reduce
Invesco Ltd history 119.61K $3.44M 0.00% Reduce
Arrowstreet Capital history 110.51K $3.18M 0.00% Reduce
Franklin Resources history 110.25K $3.17M 0.00% Reduce
Bank of America Corp history 108.01K $3.11M 0.00% Add
UBS Group AG history 87.92K $2.53M 0.00% Reduce
MFS Investment Management history 84.17K $2.42M 0.00% Reduce
Two Sigma Investments history 77.70K $2.23M 0.01% Add
Two Sigma Investments history 77.70K $2.23M 0.01% Add
Fidelity Management & Research (FMR) history 58.35K $1.68M 0.00% Reduce
Fidelity Management & Research (FMR) history 58.35K $1.68M 0.00% Reduce
Citigroup Inc history 37.42K $1.08M 0.00% Reduce
Prudential Financial history 32.39K $931.21K 0.00% Reduce
D. E. Shaw & Co history 22.93K $659.29K 0.00% Add
Principal Global Investors history 19.53K $561.46K 0.00% Add
Janus Henderson Group history 19.33K $554.72K 0.00% Reduce
Legal & General Investment Management America history 19.25K $553.29K 0.00% Add
Point72 Asset Management history 17.63K $506.94K 0.00% Add
Point72 Asset Management history 17.63K $506.94K 0.00% Add
Citadel Advisors history 14.43K $414.92K 0.00% Reduce
Citadel Advisors history 14.43K $414.92K 0.00% Reduce
Deutsche Bank AG history 12.53K $360.24K 0.00% Reduce
Deutsche Bank AG history 12.53K $360.24K 0.00% Reduce
Wells Fargo & Co history 11.95K $343.45K 0.00% Add
Manulife Financial history 10.24K $294.29K 0.00% Add
T. Rowe Price Associates history 132.17K $3.80K 0.00% Add
Lazard Asset Management history 78.83K $2.27K 0.00% Add
Amundi US history 39 $1.06K 0.00% Add

View all 38 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
BlackRock Inc 3.41M 3.47M 3.49M 3.32M 3.40M 3.17M 3.50M 3.27M — — — — — — — — — — — —
Geode Capital Management 536.60K 571.09K 623.82K 630.68K 608.51K 506.34K 480.85K 478.89K 444.78K 415.25K 409.01K 388.42K 375.30K 351.90K 338.60K 289.48K 276.08K 275.68K 269.07K 345.82K
Northern Trust Corp 205.40K 221.53K 214.59K 233.33K 231.59K 209.59K 217.44K 215.67K 233.38K 218.34K 235.90K 228.05K 226.70K 213.67K 217.69K 194.57K 193.73K 192.62K 202.23K 195.49K
Goldman Sachs Group 179.37K 185.33K 295.67K 166.09K 189.58K 225.57K 317.38K 336.52K 293.16K 342.23K 361.04K 659.88K 765.50K 607.57K 586.98K 630.15K 396.42K 588.22K 598.45K 613.73K
Bank of America Corp 169.30K 164.68K 150.06K 171.77K 148.47K 108.01K 76.89K 56.21K 58.16K 63.18K 16.45K 15.77K 54.35K 42.83K 48.36K 29.72K 29.09K 29.74K 43.76K 36.51K
Charles Schwab Investment Management 168.28K 176.75K 182.93K 185.97K 179.47K 238.90K 242.53K 162.05K 50.69K 47.15K 48.38K 49.48K 47.95K 47.72K 47.06K 38.39K 38.37K 38.35K 37.37K 75.86K
Millennium Management 154.37K 90.85K 98.34K 522.60K 319.16K 231.74K 235.68K 266.62K 202.39K 230.79K 19.30K 30.28K 222.84K — 157.23K 73.92K 25.91K — 41.24K 20.53K
BNY Mellon 151.01K 156.24K 167.01K 155.88K 154.93K 141.52K 143.42K 143.59K 158.64K 154.09K 158.22K 167.44K 125.27K 125.75K 127.96K 112.55K 104.72K 109.88K 105.67K 110.47K
Morgan Stanley 119.00K 135.13K 155.84K 159.46K 180.98K 171.88K 218.05K 207.84K 150.92K 198.87K 283.53K 104.72K 104.47K 145.50K 277.01K 295.19K 219.58K 100.20K 116.69K 83.25K
AQR Capital Management 117.61K 116.36K 89.83K 80.42K 85.31K 125.67K 147.95K 93.26K 83.28K 94.49K 31.37K 153.81K 157.07K 167.97K 63.78K — — — 12.62K 12.62K
Two Sigma Investments 86.22K 110.63K 131.53K 99.12K 57.82K 77.70K 46.00K 71.80K 49.20K 32.90K — — — — — — — — — —
Franklin Resources 75.10K 80.05K 63.73K 64.66K 66.28K 110.25K 129.44K 184.21K 207.64K 207.00K 15.60K 15.94K 18.41K — — — — — — —
Fidelity Management & Research (FMR) 64.25K 100.42K 92.08K 71.54K 62.36K 58.35K 71.83K 35.66K 11.97K 14.90K 11.62K 8.34K 13.89K 12.68K 12.84K 12.43K 12.29K 12.32K 12.88K 10.69K
UBS Group AG 56.08K 38.01K 38.67K 75.65K 78.86K 87.92K 128.74K 32.52K 30.64K 28.23K 28.48K 18.91K 19.61K 20.02K 16.75K 10.02K 7.53K 3.77K 6.09K 300
D. E. Shaw & Co 48.15K 36.77K 45.22K 38.37K 11.90K 22.93K 9.50K 66.48K 100.07K 99.21K 49.59K — 19.95K 56.74K 89.86K 77.40K 43.49K 41.94K 48.91K 52.10K
Citadel Advisors 40.79K — 68.32K — — 14.43K 62.48K 40.59K 23.62K 49.56K 56.68K 12.85K — 32.98K 39.20K 47.75K 18.69K 35.25K 27.56K 50.72K
Point72 Asset Management 37.98K 63.17K 25.99K — 1.81K 17.63K 13.50K 21.33K 11.68K 7.80K — — — — — — — — — —
Principal Global Investors 37.04K 34.55K 42.22K 28.96K 43.74K 19.53K 18.99K 17.27K 17.64K 15.88K 14.62K 11.63K — 17.93K 19.75K — — — — —
Prudential Financial 36.30K 36.42K 34.26K 33.74K 33.73K 32.39K 188.84K 183.24K 240.53K 256.05K 182.75K 215.99K 195.69K 83.08K 29.84K 41.73K 46.10K 46.70K 32.41K 11.64K
Invesco Ltd 34.23K 41.16K 41.69K 40.43K 35.77K 119.61K 142.26K 146.75K 38.51K 48.27K 135.65K 25.20K 24.98K 30.76K 35.04K 86.35K 34.97K 24.74K 21.29K 22.80K

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