AMALGAMATED BANK

Bank

Position in AX — Axos Financial, Inc.

CIK 919192 NEW YORK, NY

Position in AX

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,484,126

+$107,711 QoQ

Shares Held

15,239

-5.8% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#139

of 381 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

AMALGAMATED BANK holds $220,555,230 across 97 Banks - Regional names. AX ranks #39 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	69,210	$17,040,886
2	USB	US Bancorp De	267,716	$16,170,046
3	TFC	Truist Financial Corp	214,684	$10,695,556
4	FITB	Fifth Third Bancorp	156,113	$8,800,089
5	EWBC	East West Bancorp Inc	60,590	$7,821,563
6	PNFP	Pinnacle Financial Partners, Inc.	66,750	$6,733,740
7	HBAN	Huntington Bancshares Inc /Md/	348,788	$6,184,011
8	MTB	M&T Bank Corp	25,255	$6,010,942

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,484,126	15,239	-5.8%	Shares	Sole	2026-07-23
2026-03-31	$1,376,415	16,176	-0.9%	Shares	Sole	2026-05-08
2025-12-31	$1,405,958	16,318	+0.9%	Shares	Sole	2026-02-05
2025-09-30	$1,368,367	16,165	+5.8%	Shares	Sole	2025-10-29
2025-06-30	$1,161,282	15,272	-1.1%	Shares	Sole	2025-08-04
2025-03-31	$996,511	15,445	-3.3%	Shares	Sole	2025-04-25
2024-12-31	$1,115,085	15,964	+0.1%	Shares	Sole	2025-02-04
2024-09-30	$1,003,313	15,956	+2.1%	Shares	Sole	2024-10-30
2024-06-30	$893,483	15,634	-4.0%	Shares	Sole	2024-08-12
2024-03-31	$879,717	16,279	-20.1%	Shares	Sole	2024-04-23
2023-12-31	$1,113,021	20,385	-3.9%	Shares	Sole	2024-02-06
2023-09-30	$803,275	21,217	-3.3%	Shares	Sole	2023-11-08
2023-06-30	$865,471	21,944	-4.7%	Shares	Sole	2023-08-11
2023-03-31	$849,713	23,015	-8.6%	Shares	Sole	2023-05-02
2022-12-31	$962,150	25,174	+1.2%	Shares	Sole	2023-02-10
2022-09-30	$851,197	24,867	+0.4%	Shares	Sole	2022-11-09
2022-06-30	$887,681	24,761	+0.1%	Shares	Sole	2022-08-15
2022-03-31	$1,147,456	24,735	-4.6%	Shares	Sole	2022-08-25
2021-12-31	$1,450,249	25,939	-1.4%	Shares	Sole	2022-02-15
2021-09-30	$1,356,532	26,320	+0.5%	Shares	Sole	2021-10-29
2021-06-30	$1,214,443	26,179	+389.5%	Shares	Sole	2021-08-16
2021-03-31	$251,409	5,348	-6.8%	Shares	Sole	2021-05-13
2020-12-31	$215,422	5,740	-44.2%	Shares	Sole	2021-02-12
2020-03-31	$186,593	10,292	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.