New England Capital Financial Advisors LLC
Position in AMAL — Amalgamated Financial Corp.
CIK 1964652
MERIDEN, CT
Position in AMAL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$13,770
+$2,109 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#165
of 194 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMAL Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026New England Capital Financial Advisors LLC holds $1,089,352 across 10 Banks - Regional names. AMAL ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
14,284 | $805,189 | |
| 2 | RF |
Regions Financial Corp
|
5,707 | $172,351 | |
| 3 | WBS |
Webster Financial Corp
|
438 | $33,471 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
198 | $19,974 | |
| 5 | USB |
US Bancorp \De\
|
287 | $17,334 | |
| 6 | AMAL |
Amalgamated Financial Corp.
This page
|
300 | $13,770 | |
| 7 | BBT |
Beacon Financial Corp
|
351 | $10,687 | |
| 8 | LYG |
Lloyds Banking Group plc
|
1,319 | $7,689 |
All Filings in AMAL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,770 | 300 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $11,661 | 300 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $9,609 | 300 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $8,145 | 300 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $9,360 | 300 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $8,625 | 300 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $10,041 | 300 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $9,411 | 300 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $8,220 | 300 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $7,200 | 300 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $8,082 | 300 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||