Amalgamated Financial Corp.
US ˙ NasdaqGM ˙ US0226711010

SecurityAMAL / Amalgamated Financial Corp.
InstitutionBarclays Plc
Latest Disclosed Ownership86,316 shares
Latest Disclosed Value $ 2,764,700
Barclays Plc reports 35.14% increase in ownership of AMAL / Amalgamated Financial Corp.

On February 13, 2026 - Barclays Plc filed a 13F-HR form disclosing ownership of 86,316 shares of Amalgamated Financial Corp. (US:AMAL) valued at $2,764,701 USD as of December 31, 2025. The entity filed a previous 13F-HR/A on March 31, 2026 disclosing 63,872 shares of Amalgamated Financial Corp.. This represents a change in shares of 35.14% during the quarter. The current value of the position is $3,657,209 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-02-13 2025-12-31 13F AMALGAMATED FINANCIAL COM 022671101 86,316 22,444 35.14 2,765 59.40 0.0007
2026-03-31 2025-09-30 13F/A-3 AMALGAMATED FINANCIAL COM 022671101 63,872 -130,443 -67.13 1,734 -71.40 0.0004
2026-03-19 2025-09-30 13F/A-2 AMALGAMATED FINANCIAL COM 022671101 119,165 -75,150 3,738 0.0010
2025-11-12 2025-09-30 13F AMALGAMATED FINANCIAL COM 022671101 63,872 -130,443 1,734 0.0004
2026-02-27 2025-06-30 13F/A-2 AMALGAMATED FINANCIAL COM 022671101 194,315 29,847 18.15 6,063 28.21 0.0014
2025-08-14 2025-06-30 13F/A-1 AMALGAMATED FINANCIAL COM 022671101 194,315 29,847 6 0.0014
2025-08-13 2025-06-30 13F AMALGAMATED FINANCIAL COM 022671101 194,315 29,847 6 0.0005
2026-03-17 2025-03-31 13F/A-1 AMALGAMATED FINANCIAL COM 022671101 164,468 -26,393 -13.83 4,728 -25.99 0.0013
2025-05-15 2025-03-31 13F AMALGAMATED FINANCIAL COM 022671101 164,468 -26,393 5 0.0013
2026-03-19 2024-12-31 13F/A-1 AMALGAMATED FINANCIAL COM 022671101 190,861 71,696 60.17 6,388 70.89 0.0018
2025-02-13 2024-12-31 13F AMALGAMATED FINANCIAL COM 022671101 190,861 71,696 6 0.0018
2026-03-31 2024-09-30 13F/A-2 AMALGAMATED FINANCIAL COM 022671101 119,165 57,008 91.72 3,738 119.50 0.0010
2024-11-19 2024-09-30 13F/A-1 AMALGAMATED FINANCIAL COM 022671101 119,165 57,008 4 0.0010
2024-11-15 2024-09-30 13F AMALGAMATED FINANCIAL COM 022671101 119,165 57,008 4 0.0003
2026-03-23 2024-06-30 13F/A-1 AMALGAMATED FINANCIAL COM 022671101 62,157 6,321 11.32 1,703 27.09 0.0005
2024-08-14 2024-06-30 13F AMALGAMATED FINANCIAL COM 022671101 62,157 6,321 2 0.0005
2026-03-24 2024-03-31 13F/A-1 AMALGAMATED FINANCIAL COM 022671101 55,836 9,248 19.85 1,340 6.77 0.0005
2024-05-15 2024-03-31 13F AMALGAMATED FINANCIAL COM 022671101 55,836 9,248 1 0.0005
2026-03-25 2023-12-31 13F/A-1 AMALGAMATED FINANCIAL COM 022671101 46,588 13,878 42.43 1,255 122.91 0.0005
2024-02-15 2023-12-31 13F AMALGAMATED FINANCIAL COM 022671101 46,588 13,878 1 0.0005
2026-03-26 2023-09-30 13F/A-1 AMALGAMATED FINANCIAL COM 022671101 32,710 -1,046 -3.10 563 3.68 0.0004
2023-11-07 2023-09-30 13F AMALGAMATED FINANCIAL COM 022671101 32,710 -1,046 1 0.0004
2026-03-30 2023-06-30 13F/A-2 AMALGAMATED FINANCIAL COM 022671101 33,756 -6,209 -15.54 543 -23.09 0.0003
2023-09-20 2023-06-30 13F/A-1 AMALGAMATED FINANCIAL COM 022671101 33,756 -6,209 1 0.0003
2023-08-03 2023-06-30 13F AMALGAMATED FINANCIAL COM 022671101 33,756 1
2026-03-30 2023-03-31 13F/A-1 AMALGAMATED FINANCIAL COM 022671101 39,965 17,589 78.61 707 37.09 0.0003
2023-05-04 2023-03-31 13F AMALGAMATED FINANCIAL COM 022671101 39,965 17,589 1 0.0003
2026-03-30 2022-12-31 13F/A-1 AMALGAMATED FINANCIAL COM 022671101 22,376 8,665 63.20 516 66.67 0.0002
2023-02-13 2022-12-31 13F AMALGAMATED FINANCIAL COM 022671101 22,376 8,665 1 0.0002
2022-11-03 2022-09-30 13F AMALGAMATED FINANCIAL COM 022671101 13,711 13,004 1,839.32 309 2,107.14 0.0003
2022-08-12 2022-06-30 13F AMALGAMATED FINANCIAL COM 022671101 707 -1,570 -68.95 14 -65.85 0.0000
2022-05-16 2022-03-31 13F AMALGAMATED FINANCIAL COM 022671101 2,277 2,277 41 0.0000
2021-05-13 2021-03-31 13F AMALGAMATED BK NEW YORK N Y COM 022663108 0 -29,117 -100.00 0 -100.00
2021-02-11 2020-12-31 13F AMALGAMATED BK NEW YORK N Y COM 022663108 29,117 11,847 68.60 399 119.23 0.0002
2020-11-12 2020-09-30 13F AMALGAMATED BK NEW YORK N Y COM 022663108 17,270 -3,843 -18.20 182 -31.84 0.0001
2020-08-12 2020-06-30 13F AMALGAMATED BK NEW YORK N Y COM 022663108 21,113 2,960 16.31 267 36.22 0.0002
2020-05-13 2020-03-31 13F AMALGAMATED BK NEW YORK N Y COM 022663108 18,153 -6,914 -27.58 196 -59.75 0.0002
2020-02-10 2019-12-31 13F AMALGAMATED BK NEW YORK N Y COM 022663108 25,067 18,024 255.91 487 334.82 0.0003
2019-11-15 2019-09-30 13F/A-1 AMALGAMATED BK NEW YORK N Y COM 022663108 7,043 -2,174 -23.59 112 -30.43 0.0001
2019-11-14 2019-09-30 13F AMALGAMATED BK NEW YORK N Y COM 022663108 7,043 -2,174 112 25.8945
2019-08-14 2019-06-30 13F AMALGAMATED BK NEW YORK N Y COM 022663108 9,217 5,683 160.81 161 192.73 0.0001
2019-05-15 2019-03-31 13F AMALGAMATED BK NEW YORK N Y COM 022663108 3,534 -5,124 -59.18 55 -67.46 0.0000
2019-02-14 2018-12-31 13F AMALGAMATED BK NEW YORK N Y COM 022663108 8,658 62 0.72 169 1.81 0.0001
2018-11-14 2018-09-30 13F AMALGAMATED BK NEW YORK N Y COM 022663108 8,596 8,596 166 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.