Abacus Wealth Partners, LLC
Position in AMAL — Amalgamated Financial Corp.
CIK 1978011
SANTA MONICA, CA
Position in AMAL
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$2,694,040
+$593,962 QoQ
Shares Held
69,309
+5.7% QoQ
Ownership
0.232%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#44
of 174 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AMAL Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Abacus Wealth Partners, LLC holds $22,963,800 across 32 Banks - Regional names. AMAL ranks #2 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KB |
KB Financial Group Inc.
|
28,911 | $2,883,294 | |
| 2 | AMAL |
Amalgamated Financial Corp.
This page
|
69,309 | $2,694,040 | |
| 3 | WF |
Woori Financial Group Inc.
|
34,967 | $2,328,802 | |
| 4 | CIB |
Grupo Cibest S.A.
|
19,570 | $1,424,891 | |
| 5 | SHG |
Shinhan Financial Group Co Ltd
|
20,127 | $1,234,187 | |
| 6 | CAC |
Camden National Corp
|
20,359 | $966,034 | |
| 7 | FITB |
Fifth Third Bancorp
|
20,741 | $963,626 | |
| 8 | ASB |
Associated Banc-Corp
|
35,042 | $906,186 |
All Filings in AMAL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,694,040 | 69,309 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,100,078 | 65,566 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||