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Equibles

Creative Planning

Position in AMAL — Amalgamated Financial Corp.

CIK 1540235 OVERLAND PARK, KS
Back to AMAL Full portfolio

Position in AMAL

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$3,375,577
+$781,860 QoQ
Shares Held
73,542
+10.2% QoQ
Ownership
0.246%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#43
of 196 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in AMAL Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Creative Planning holds $942,016,805 across 209 Banks - Regional names. AMAL ranks #65 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 USB
US Bancorp De
 834,708 $50,416,362
2 PNC
Pnc Financial Services Group, Inc.
 139,365 $34,314,449
3 KB
KB Financial Group Inc.
 298,911 $31,373,698
4 CFG
Citizens Financial Group Inc/Ri
 434,304 $30,431,680
5 WF
Woori Financial Group Inc.
 519,254 $29,805,179
6 SHG
Shinhan Financial Group Co Ltd
 471,068 $29,795,050
7 FITB
Fifth Third Bancorp
 455,485 $25,675,688
8 TFC
Truist Financial Corp
 513,102 $25,562,741

All Filings in AMAL

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,375,577 73,542
2026-03-31 $2,593,717 66,728
2025-12-31 $1,864,722 58,218
2025-09-30 $597,434 22,005
2025-06-30 $893,349 28,633
2025-03-31 $743,820 25,872
2024-12-31 $534,615 15,973
2024-09-30 $444,073 14,156
2024-06-30 $310,824 11,344
2023-12-31 $314,874 11,688