Position in AMAL
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$9,374,524
+$2,627,276 QoQ
Shares Held
204,238
+17.7% QoQ
Ownership
0.684%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1
of 23 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in AMAL Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CONGRESS ASSET MANAGEMENT CO holds $400,061,082 across 15 Banks - Regional names. AMAL ranks #10 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABCB |
Ameris Bancorp
|
1,192,270 | $107,614,290 | |
| 2 | AUB |
Atlantic Union Bankshares Corp
|
2,501,164 | $105,824,248 | |
| 3 | UMBF |
Umb Financial Corp
|
396,647 | $56,625,325 | |
| 4 | TBBK |
Bancorp, Inc.
|
286,531 | $17,948,301 | |
| 5 | WTFC |
Wintrust Financial Corp
|
108,377 | $17,418,351 | |
| 6 | BOH |
Bank Of Hawaii Corp
|
158,975 | $12,954,872 | |
| 7 | BKU |
BankUnited, Inc.
|
251,247 | $12,172,917 | |
| 8 | FNB |
Fnb Corp/Pa/
|
575,445 | $10,979,490 |
All Filings in AMAL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,374,524 | 204,238 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $6,747,248 | 173,585 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $4,770,644 | 148,943 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $4,305,284 | 158,574 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $4,966,696 | 159,189 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $4,570,790 | 158,984 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $5,339,268 | 159,524 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||