Position in BAM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,519,338
+$514,991 QoQ
Shares Held
33,876
+49.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#241
of 619 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026AMALGAMATED BANK holds $136,402,748 across 31 Asset Management names. BAM ranks #20 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
25,427 | $24,449,586 | |
| 2 | BX |
Blackstone Inc.
|
147,565 | $17,363,973 | |
| 3 | KKR |
KKR & Co. Inc.
|
123,022 | $11,290,959 | |
| 4 | APO |
Apollo Global Management, Inc.
|
77,619 | $9,183,103 | |
| 5 | STT |
State Street Corp
|
47,282 | $8,019,027 | |
| 6 | AMP |
Ameriprise Financial Inc
|
15,754 | $7,227,305 | |
| 7 | EQH |
Equitable Holdings, Inc.
|
128,481 | $5,637,746 | |
| 8 | NTRS |
Northern Trust Corp
|
32,078 | $5,576,439 |
All Filings in BAM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,519,338 | 33,876 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,004,347 | 22,595 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,226,659 | 23,414 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,045,512 | 35,924 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,979,853 | 35,815 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||