BANK OF MONTREAL /CAN/

Bank

Position in AMAL — Amalgamated Financial Corp.

CIK 927971 TORONTO, A6

Position in AMAL

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$897,041

+$230,594 QoQ

Shares Held

23,078

+10.9% QoQ

Ownership

0.077%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

12 quarters on record

Voting authority Sole 42% Shared 0% None 58%

Financial Services · as of Mar 31, 2026

BANK OF MONTREAL /CAN/ holds $1,613,502,848 across 96 Banks - Regional names. AMAL ranks #40 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp	4,520,788	$207,820,618
2	USB	US Bancorp \De\	3,956,818	$205,794,100
3	PNC	Pnc Financial Services Group, Inc.	799,646	$166,398,330
4	PNFP	Pinnacle Financial Partners, Inc.	1,689,737	$145,553,944
5	WAL	Western Alliance Bancorporation	1,868,672	$132,395,410
6	HDB	Hdfc Bank Ltd	2,997,676	$74,582,177
7	RF	Regions Financial Corp	2,718,157	$70,998,256
8	FITB	Fifth Third Bancorp	1,517,903	$70,521,768

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$897,041	23,078	+10.9%	Shares	Defined	2026-05-13
2025-12-31	$666,447	20,807	+3.3%	Shares	Defined	2026-02-12
2025-09-30	$546,610	20,133	0.0%	Shares	Defined	2025-11-13
2025-06-30	$628,149	20,133	+21.9%	Shares	Defined	2025-08-05
2025-03-31	$474,719	16,512	+6.1%	Shares	Defined	2025-05-13
2024-12-31	$520,960	15,565	0.0%	Shares	Defined	2025-02-13
2024-09-30	$488,273	15,565	+13.5%	Shares	Defined	2024-11-13
2024-06-30	$375,653	13,710	-29.0%	Shares	Defined	2024-08-14
2023-06-30	$310,616	19,305	-74.8%	Shares	Defined	2023-08-02
2021-09-30	$1,210,593	76,523	-5.2%	Shares	Defined	2021-11-12
2021-06-30	$1,262,278	80,760	+36.7%	Shares	Defined	2021-08-12
2021-03-31	$980,136	59,080	—	Shares	Defined	2021-05-13
No filing history on record for this holder in this stock.