Avalon Trust Co

Bank

Position in AMAL — Amalgamated Financial Corp.

CIK 1798150 SANTA FE, NM

Position in AMAL

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$2,202,970

+$310,585 QoQ

Shares Held

47,995

-1.4% QoQ

Ownership

0.161%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#54

of 196 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Avalon Trust Co holds $32,885,933 across 7 Banks - Regional names. AMAL ranks #2 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	121,779	$29,984,425
2	AMAL	Amalgamated Financial Corp. This page	47,995	$2,202,970
3	TFC	Truist Financial Corp	8,775	$437,170
4	MCB	Metropolitan Bank Holding Corp.	1,500	$148,140
5	USB	US Bancorp \De\	1,025	$61,910
6	FITB	Fifth Third Bancorp	710	$40,022
7	BBT	Beacon Financial Corp	371	$11,296

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,202,970	47,995	-1.4%	Shares	Sole	2026-08-06
2026-03-31	$1,892,385	48,685	-1.5%	Shares	Sole	2026-05-06
2025-12-31	$1,583,403	49,435	0.0%	Shares	Sole	2026-02-09
2025-09-30	$1,342,160	49,435	-0.2%	Shares	Sole	2025-11-10
2025-06-30	$1,545,804	49,545	-2.2%	Shares	Sole	2025-08-08
2025-03-31	$1,456,043	50,645	-0.2%	Shares	Sole	2025-05-09
2024-12-31	$1,698,937	50,760	-2.1%	Shares	Sole	2025-02-10
2024-09-30	$1,625,907	51,830	0.0%	Shares	Sole	2024-11-13
2024-06-30	$1,420,142	51,830	-0.2%	Shares	Sole	2024-08-12
2024-03-31	$1,246,320	51,930	-2.9%	Shares	Sole	2024-05-07
2023-12-31	$1,440,751	53,480	-1.4%	Shares	Sole	2024-02-06
2023-09-30	$934,443	54,265	-13.2%	Shares	Sole	2023-11-13
2023-06-30	$1,005,464	62,490	-14.6%	Shares	Sole	2023-08-09
2023-03-31	$1,294,731	73,190	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.