Position in AMAL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,248,663
+$575,085 QoQ
Shares Held
27,204
+57.0% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#5
of 23 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMAL Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026NWAM LLC holds $10,903,908 across 6 Banks - Regional names. AMAL ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
121,100 | $7,314,440 | |
| 2 | HFWA |
Heritage Financial Corp /Wa/
|
49,474 | $1,465,419 | |
| 3 | AMAL |
Amalgamated Financial Corp.
This page
|
27,204 | $1,248,663 | |
| 4 | TFC |
Truist Financial Corp
|
7,523 | $374,795 | |
| 5 | KEY |
Keycorp /New/
|
11,398 | $262,723 | |
| 6 | SFBS |
ServisFirst Bancshares, Inc.
|
2,742 | $237,868 |
All Filings in AMAL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,248,663 | 27,204 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $673,578 | 17,329 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||