Position in AMAL
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$54,601,853
+$9,448,813 QoQ
Shares Held
1,404,730
-0.4% QoQ
Ownership
4.70%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 92%
Shared 6%
None 2%
Common Shares in AMAL Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $23,913,158,445 across 289 Banks - Regional names. AMAL ranks #109 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
10,369,212 | $539,302,712 | |
| 2 | FITB |
Fifth Third Bancorp
|
10,918,284 | $507,263,473 | |
| 3 | SSB |
SouthState Bank Corp
|
4,934,851 | $456,572,411 | |
| 4 | WBS |
Webster Financial Corp
|
6,327,138 | $439,229,916 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
5,035,295 | $433,740,309 | |
| 6 | BPOP |
Popular, Inc.
|
3,222,266 | $432,331,427 | |
| 7 | ZION |
Zions Bancorporation, National Association /Ut/
|
7,477,126 | $430,831,998 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
2,070,265 | $430,801,441 |
All Filings in AMAL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $54,601,853 | 1,404,730 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $45,153,040 | 1,409,711 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $38,204,745 | 1,407,173 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $42,191,383 | 1,352,288 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $37,854,347 | 1,316,673 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $40,803,074 | 1,219,094 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $37,250,210 | 1,187,447 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $31,718,074 | 1,157,594 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $26,745,144 | 1,114,381 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $27,095,495 | 1,005,772 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $15,206,118 | 883,050 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $12,255,848 | 761,706 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $13,476,789 | 761,831 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $13,442,155 | 583,427 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $9,754,676 | 432,580 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $5,212,364 | 263,517 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,814,515 | 156,623 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,936,716 | 115,487 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $1,124,533 | 71,083 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $351,284 | 22,475 | Shares | Defined | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||