Amalgamated Financial Corp.
US ˙ NasdaqGM ˙ US0226711010

SecurityAMAL / Amalgamated Financial Corp.
InstitutionState Street Corp
Latest Disclosed Ownership748,934 shares
Latest Disclosed Value $ 29,111,065
State Street Corp reports 2.13% increase in ownership of AMAL / Amalgamated Financial Corp.

On May 15, 2026 - State Street Corp filed a 13F-HR form disclosing ownership of 748,934 shares of Amalgamated Financial Corp. (US:AMAL) valued at $29,111,065 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 733,293 shares of Amalgamated Financial Corp.. This represents a change in shares of 2.13% during the quarter. The current value of the position is $31,732,334 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)
2026-05-15 2026-03-31 13F AMALGAMATED FINANCIAL COM 022671101 748,934 15,641 2.13 29,111 23.95 0.0010
2026-02-13 2025-12-31 13F AMALGAMATED FINANCIAL COM 022671101 733,293 -37,032 -4.81 23,487 12.30 0.0008
2025-11-14 2025-09-30 13F AMALGAMATED FINANCIAL COM 022671101 770,325 35,978 4.90 20,914 -8.72 0.0007
2025-08-14 2025-06-30 13F AMALGAMATED FINANCIAL COM 022671101 734,347 -50,757 -6.47 22,912 1.51 0.0009
2025-05-15 2025-03-31 13F AMALGAMATED FINANCIAL COM 022671101 785,104 -57,449 -6.82 22,572 -19.96 0.0009
2025-02-14 2024-12-31 13F AMALGAMATED FINANCIAL COM 022671101 842,553 137,685 19.53 28,200 27.54 0.0011
2024-11-14 2024-09-30 13F AMALGAMATED FINANCIAL COM 022671101 704,868 33,095 4.93 22,112 20.13 0.0009
2024-08-14 2024-06-30 13F AMALGAMATED FINANCIAL COM 022671101 671,773 -37,884 -5.34 18,407 8.07 0.0008
2024-05-15 2024-03-31 13F AMALGAMATED FINANCIAL COM 022671101 709,657 267,979 60.67 17,032 43.14 0.0008
2024-02-14 2023-12-31 13F AMALGAMATED FINANCIAL COM 022671101 441,678 7,143 1.64 11,899 59.02 0.0006
2023-11-14 2023-09-30 13F AMALGAMATED FINANCIAL COM 022671101 434,535 -4,328 -0.99 7,483 5.96 0.0004
2023-08-14 2023-06-30 13F AMALGAMATED FINANCIAL COM 022671101 438,863 -262,089 -37.39 7,061 -43.05 0.0004
2023-05-15 2023-03-31 13F AMALGAMATED FINANCIAL COM 022671101 700,952 370,526 112.14 12,400 62.87 0.0007
2023-05-15 2022-12-31 13F/A-99 AMALGAMATED FINANCIAL COM 022671101 330,426 2,485 0.76 7,613 2.95 0.0004
2023-05-15 2022-12-31 13F AMALGAMATED FINANCIAL COM 022671101 330,426 7,613
2022-11-15 2022-09-30 13F AMALGAMATED FINANCIAL COM 022671101 327,941 4,902 1.52 7,395 15.73 0.0005
2022-08-15 2022-06-30 13F AMALGAMATED FINANCIAL COM 022671101 323,039 32,320 11.12 6,390 22.32 0.0004
2022-05-16 2022-03-31 13F AMALGAMATED FINANCIAL COM 022671101 290,719 -21,114 -6.77 5,224 -0.10 0.0003
2022-02-14 2021-12-31 13F AMALGAMATED FINANCIAL COM 022671101 311,833 8,452 2.79 5,229 8.96 0.0002
2021-11-15 2021-09-30 13F AMALGAMATED FINANCIAL COM 022671101 303,381 -3,319 -1.08 4,799 0.10 0.0003
2021-08-16 2021-06-30 13F AMALGAMATED FINANCIAL COM 022671101 306,700 52,195 20.51 4,794 13.55 0.0003
2021-07-09 2021-03-31 13F/A-1 AMALGAMATED FINANCIAL COM 022671101 254,505 -4,901 -1.89 4,222 18.46 0.0002
2021-05-17 2021-03-31 13F AMALGAMATED FINANCIAL COM 022671101 254,505 210,478 4,222 0.0002
2021-02-16 2020-12-31 13F AMALGAMATED BK NEW YORK N Y CLASS A 022663108 259,406 -2,101 -0.80 3,564 28.80 0.0002
2020-11-10 2020-09-30 13F AMALGAMATED BK NEW YORK N Y CLASS A 022663108 261,507 -4,383 -1.65 2,767 -17.67 0.0002
2020-08-14 2020-06-30 13F AMALGAMATED BK NEW YORK N Y CLASS A 022663108 265,890 6,180 2.38 3,361 19.61 0.0002
2020-06-19 2020-03-31 13F/A-1 AMALGAMATED BK NEW YORK N Y CLASS A 022663108 259,710 3,252 1.27 2,810 -43.66 0.0002
2020-05-11 2020-03-31 13F AMALGAMATED BK NEW YORK N Y CLASS A 022663108 259,710 3,252 2,810 246.7746
2020-02-06 2019-12-31 13F AMALGAMATED BK NEW YORK N Y CLASS A 022663108 256,458 28,676 12.59 4,988 36.69 0.0003
2019-11-14 2019-09-30 13F AMALGAMATED BK NEW YORK N Y CLASS A 022663108 227,782 38,043 20.05 3,649 10.21 0.0003
2019-08-14 2019-06-30 13F AMALGAMATED BK NEW YORK N Y CLASS A 022663108 189,739 4,732 2.56 3,311 14.37 0.0002
2019-05-15 2019-03-31 13F AMALGAMATED BK NEW YORK N Y CLASS A 022663108 185,007 21,396 13.08 2,895 -9.25 0.0002
2019-02-12 2018-12-31 13F AMALGAMATED BK NEW YORK N Y CLASS A 022663108 163,611 72,050 78.69 3,190 80.53 0.0003
2018-11-09 2018-09-30 13F AMALGAMATED BK NEW YORK N Y Common Stock 022663108 91,561 91,561 1,767 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.