AMALGAMATED FINANCIAL CORP AMAL
COM · Common Stock · CUSIP 022671101
- SectorFinancials
- IndustryState Commercial Banks
- HeadquartersNew York, NY
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($6.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $45.55. Options: 0 managers hold calls (— notional), 1 hold puts ($18.4k).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 128 |
| Q4 2022 | 131 |
| Q1 2023 | 121 |
| Q2 2023 | 117 |
| Q3 2023 | 115 |
| Q4 2023 | 133 |
| Q1 2024 | 159 |
| Q2 2024 | 155 |
| Q3 2024 | 165 |
| Q4 2024 | 196 |
| Q1 2025 | 186 |
| Q2 2025 | 177 |
| Q3 2025 | 162 |
| Q4 2025 | 172 |
| Q1 2026 | 176 |
| Q2 2026 | 196 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 87 | 59 |
| Q4 2024 | 105 | 63 |
| Q1 2025 | 83 | 107 |
| Q2 2025 | 96 | 85 |
| Q3 2025 | 75 | 98 |
| Q4 2025 | 85 | 84 |
| Q1 2026 | 82 | 83 |
| Q2 2026 | 93 | 81 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $0 | $2.0k | — |
| Q4 2025 | $0 | $0 | — |
| Q1 2026 | $0 | $0 | — |
| Q2 2026 | $0 | $18.4k | — |
Biggest buyers
| AMERICAN CENTURY COMPANIES INC | Added | +80.7k |
| FIRST TRUST ADVISORS LP | Added | +68.9k |
| Brevan Howard Capital Management LP | Added | +68.8k |
| MILLENNIUM MANAGEMENT LLC | Added | +63.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +42.2k |
| ALLIANCEBERNSTEIN L.P. | Added | +41.8k |
| GSA CAPITAL PARTNERS LLP | New | +41.5k |
| CITADEL ADVISORS LLC | New | +40.8k |
| CONGRESS ASSET MANAGEMENT CO | Added | +30.7k |
| BOOTHBAY FUND MANAGEMENT, LLC | New | +29.7k |
Biggest sellers
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Reduced | -265.1k |
| Qube Research & Technologies Ltd | Reduced | -94.8k |
| Thrivent Financial for Lutherans | Sold out | -66.6k |
| BlackRock, Inc. | Reduced | -61.0k |
| MARTINGALE ASSET MANAGEMENT L P | Reduced | -54.3k |
| EDMOND DE ROTHSCHILD HOLDING S.A. | Sold out | -52.1k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Reduced | -51.6k |
| STATE STREET CORP | Reduced | -48.7k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | -47.9k |
| ExodusPoint Capital Management, LP | Sold out | -46.7k |
Biggest calls
| None |
Biggest puts
| SIMPLEX TRADING, LLC | New | $18.4k400 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Workers United 13G · exempt (held before listing) new · filed 2025-02-12 | 23.4% |
| BlackRock, Inc. 13G · institution filed 2025-02-07 | 5.5% |
| BlackRock Portfolio Management LLC 13G · institution +0.5 pts · filed 2026-01-21 | 5.4% |
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 3 | $9.0m | $419.5k |
| Q1 2025 | 0 | — | 5 | $1.0m | $1.0m |
| Q2 2025 | 0 | — | 2 | $44.2k | $18.6k |
| Q3 2025 | 0 | — | 3 | $378.7k | $226.5k |
| Q4 2025 | 0 | — | 4 | $522.8k | — |
| Q1 2026 | 0 | — | 3 | $479.5k | $424.5k |
| Q2 2026 | 0 | — | 5 | $584.9k | $254.9k |
| Q3 2026 | 0 | — | 8 | $3.2m | $3.0m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-15 | Searby Sean EVP Chief Info. & Ops. Officer | Sold plan | $158.2k3.3k shares |
| 2026-09-14 | Philadelphia Joint Board, Workers United +9 10% owner | Sold | $10.9m228.3k shares |
| 2026-09-14 | Southern Region Workers United/SEIU +3 10% owner | Sold | $10.9m228.3k shares |
| 2026-09-11 | Philadelphia Joint Board, Workers United +9 10% owner | Sold | $11.2m234.1k shares |
| 2026-09-11 | Southern Region Workers United/SEIU +3 10% owner | Sold | $11.2m234.1k shares |
| 2026-09-10 | Darby Jason Senior Executive VP and CFO | Sold plan | $961.8k20.0k shares |
| 2026-09-10 | Romney Edgar Jr Chief Strategy & Admin Officer | Sold plan | $284.4k6.0k shares |
| 2026-09-09 | Philadelphia Joint Board, Workers United +9 10% owner | Sold | $3.8m79.6k shares |
| 2026-09-09 | Southern Region Workers United/SEIU +3 10% owner | Sold | $3.8m79.6k shares |
| 2026-09-09 | Brown Sam D. SEVP, Chief Banking Officer | Sold plan | $35.0k735 shares |
| 2026-09-08 | Philadelphia Joint Board, Workers United +9 10% owner | Sold | $2.1m42.9k shares |
| 2026-09-08 | Southern Region Workers United/SEIU +3 10% owner | Sold | $2.1m42.9k shares |
| 2026-09-08 | Brown Sam D. SEVP, Chief Banking Officer | Sold plan | $1.5m30.0k shares |
| 2026-09-08 | Tenner Mandy EVP, Chief Legal Officer | Sold plan | $142.3k2.9k shares |
| 2026-09-04 | Southern Region Workers United/SEIU +3 10% owner | Sold | $3.4m68.8k shares |
| 2026-09-04 | Philadelphia Joint Board, Workers United +9 10% owner | Sold | $3.4m68.8k shares |
| 2026-09-03 | Philadelphia Joint Board, Workers United +9 10% owner | Sold | $2.2m44.7k shares |
| 2026-09-03 | Southern Region Workers United/SEIU +3 10% owner | Sold | $2.2m44.7k shares |
| 2026-09-02 | Philadelphia Joint Board, Workers United +9 10% owner | Sold | $2.1m44.2k shares |
| 2026-09-02 | Southern Region Workers United/SEIU +3 10% owner | Sold | $2.1m44.2k shares |
| 2026-09-02 | Darby Jason Senior Executive VP and CFO | Sold | $661 shares |
| 2026-09-01 | Philadelphia Joint Board, Workers United +9 10% owner | Sold | $709.2k15.0k shares |
| 2026-09-01 | Southern Region Workers United/SEIU +3 10% owner | Sold | $709.2k15.0k shares |
| 2026-09-01 | Brown Sam D. SEVP, Chief Banking Officer | Sold | —4 shares |
| 2026-08-31 | Philadelphia Joint Board, Workers United +9 10% owner | Sold | $3.5m73.5k shares |
| 2026-08-31 | Southern Region Workers United/SEIU +3 10% owner | Sold | $3.5m73.5k shares |
| 2026-08-10 | Mark Finser Director | Sold | $39.9k800 shares |
| 2026-08-03 | Wells Royce A. Director | Sold | $39.4k787 shares |
| 2026-07-30 | Bruce Maryann Director | Sold | $105.9k2.1k shares |
| 2026-06-11 | Darby Jason Senior Executive VP and CFO | Sold | $129.9k3.0k shares |
The latest 30 of 35 trades.
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 3.4m $156.3m | Reduced -61.0k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.4m $64.6m | Added +3.1k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.08% of their portfolio | 1.1m $51.9m | Reduced -51.6k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 830.2k $38.1m | Added +8.6k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 793.2k $30.8m | Added +41.8k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 747.7k $34.3m | Added +80.7k |
| STATE STREET CORP 0.00% of their portfolio | 700.2k $32.1m | Reduced -48.7k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.04% of their portfolio | 575.0k $26.4m | Reduced -265.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 536.6k $24.6m | Reduced -34.5k |
| FIRST MANHATTAN CO. LLC. 0.05% of their portfolio | 396.5k $18.2m | Reduced -6.3k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 396.1k $18.2m | Reduced -47.9k |
| FEDERATED HERMES, INC. 0.02% of their portfolio | 330.8k $15.2m | Added +6.3k |
| LSV ASSET MANAGEMENT 0.03% of their portfolio | 305.7k $14.0m | Reduced -7.7k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.24% of their portfolio | 296.5k $13.6m | Added +6.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 222.6k $10.2m | Added +42.2k |
| Nuveen, LLC 0.00% of their portfolio | 220.3k $10.1m | Added +7.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 205.4k $9.4m | Reduced -16.1k |
| CONGRESS ASSET MANAGEMENT CO 0.06% of their portfolio | 204.2k $9.4m | Added +30.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 179.4k $8.2m | Reduced -6.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 169.3k $7.8m | Added +4.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 168.3k $7.7m | Reduced -8.5k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 154.4k $7.1m | Added +63.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 151.0k $6.9m | Reduced -5.2k |
| BESSEMER GROUP INC 0.01% of their portfolio | 150.3k $6.9m | Unchanged |
| Empowered Funds, LLC 0.03% of their portfolio | 140.7k $6.5m | Added +6.4k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 138.4k $6.4m | Added +1.9k |
| MORGAN STANLEY 0.00% of their portfolio | 119.0k $5.5m | Reduced -16.1k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 117.6k $5.4m | Added +1.2k |
| Trexquant Investment LP 0.03% of their portfolio | 113.1k $5.2m | Reduced -27.2k |
| ISTHMUS PARTNERS, LLC 0.50% of their portfolio | 111.7k $5.1m | Reduced -892 |
| NIA IMPACT ADVISORS, LLC 2.08% of their portfolio | 109.1k $5.0m | Added +12.7k |
| Arjuna Capital 1.10% of their portfolio | 106.3k $4.9m | Added +5.8k |
| GLOBEFLEX CAPITAL L P 0.61% of their portfolio | 103.4k $4.7m | Reduced -3.5k |
| KBC Group NV 0.01% of their portfolio | 102.4k $4.7m | Unchanged |
| CREDIT AGRICOLE S A 0.01% of their portfolio | 92.3k $4.2m | Reduced -1.2k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 91.2k $4.2m | Added +68.9k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 90.4k $4.1m | Added +150 |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 86.2k $4.0m | Reduced -24.4k |
| Allianz Asset Management GmbH 0.00% of their portfolio | 79.4k $3.1m | Unchanged |
| Harrington Investments, INC 1.76% of their portfolio | 79.3k $3.6m | Reduced -1.6k |
| Brevan Howard Capital Management LP 0.05% of their portfolio | 78.0k $3.6m | Added +68.8k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 75.1k $3.4m | Reduced -5.0k |
| Creative Planning 0.00% of their portfolio | 73.5k $3.4m | Added +6.8k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 69.0k $3.2m | Reduced -7.9k |
| Clean Yield Group 0.78% of their portfolio | 68.1k $3.1m | Reduced -5.4k |
| FIGURE 8 INVESTMENT STRATEGIES LLC 2.61% of their portfolio | 67.3k $3.1m | Added +1.2k |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 67.0k $3.1m | Added +13.4k |
| FMR LLC 0.00% of their portfolio | 64.2k $2.9m | Reduced -36.2k |
| UBS Group AG 0.00% of their portfolio | 56.1k $2.6m | Added +18.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 55.2k $2.5m | Reduced -922 |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 48.9k $2.3m | Added +10.5k |
| BARCLAYS PLC 0.00% of their portfolio | 48.2k $2.2m | Reduced -2.8k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 48.1k $2.2m | Added +11.4k |
| Avalon Trust Co 0.14% of their portfolio | 48.0k $2.2m | Reduced -690 |
| Abacus Wealth Partners, LLC 0.21% of their portfolio | 44.4k $2.0m | Reduced -24.9k |
| GSA CAPITAL PARTNERS LLP 0.12% of their portfolio | 41.5k $1.9m | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 40.8k $1.9m | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 40.7k $1.9m | Reduced -8.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 38.8k $1.8m | Added +323 |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 38.0k $1.7m | Reduced -25.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 37.0k $1.7m | Added +2.5k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 36.3k $1.7m | Reduced -125 |
| Swiss National Bank 0.00% of their portfolio | 36.0k $1.7m | Added +400 |
| Invesco Ltd. 0.00% of their portfolio | 34.2k $1.6m | Reduced -6.9k |
| CITIGROUP INC 0.00% of their portfolio | 32.1k $1.5m | Added +6.1k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.03% of their portfolio | 29.7k $1.4m | New |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 28.3k $1.3m | Reduced -39.4k |
| NWAM LLC 0.06% of their portfolio | 27.2k $1.2m | Added +9.9k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 26.5k $1.2m | Reduced -1.9k |
| Ballentine Partners, LLC 0.01% of their portfolio | 25.8k $1.2m | Added +449 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 24.7k $1.1m | Added +6.9k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 23.2k $1.1m | Added +159 |
| SummerHaven Investment Management, LLC 0.56% of their portfolio | 22.8k $1.0m | Unchanged |
| NATURAL INVESTMENTS, LLC 0.22% of their portfolio | 22.1k $1.0m | Reduced -178 |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 22.0k $1.0m | Added +10.6k |
| ALGERT GLOBAL LLC 0.01% of their portfolio | 21.9k $1.0m | Unchanged |
| EntryPoint Capital, LLC 0.24% of their portfolio | 21.4k $982.0k | Unchanged |
| Quent Capital, LLC 0.06% of their portfolio | 20.6k $944.6k | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 20.6k $943.8k | Added +4.4k |
| Quantinno Capital Management LP 0.00% of their portfolio | 18.4k $845.7k | Added +8.6k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 18.3k $838.1k | Added +332 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 18.2k $837.1k | Added +1.8k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 17.4k $800.7k | Reduced -30.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 17.2k $790.6k | Added +9.7k |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 17.1k $784.2k | Added +537 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 16.0k $746.5k | Added +235 |
| Jain Global LLC 0.01% of their portfolio | 16.0k $734.2k | New |
| PMC FIG Opportunities LLC 1.13% of their portfolio | 15.4k $705.0k | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 15.3k $700.4k | Unchanged |
| McMillan Office, Inc. 0.08% of their portfolio | 15.0k $688.5k | Unchanged |
| Weiss Asset Management LP 0.01% of their portfolio | 15.0k $687.0k | Not comparable |
| R Squared Ltd 0.35% of their portfolio | 14.3k $657.9k | Added +1.0k |
| Polymer Capital Management (US) LLC 0.09% of their portfolio | 13.8k $635.0k | New |
| Y-Intercept (Hong Kong) Ltd 0.01% of their portfolio | 13.5k $620.8k | New |
| MIRABELLA FINANCIAL SERVICES LLP 0.06% of their portfolio | 13.3k $611.7k | New |
| MARSHALL WACE, LLP 0.00% of their portfolio | 13.3k $610.5k | New |
| ALPS ADVISORS INC 0.00% of their portfolio | 13.2k $604.5k | Added +171 |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 13.1k $599.2k | Unchanged |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 12.0k $552.7k | Added +10.2k |
| PDT Partners, LLC 0.03% of their portfolio | 11.8k $540.6k | Unchanged |