Position in HLI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,324,680
-$295,262 QoQ
Shares Held
24,787
-1.7% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#149
of 515 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026AMALGAMATED BANK holds $178,936,360 across 30 Capital Markets names. HLI ranks #9 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
50,581 | $51,156,105 | |
| 2 | MS |
Morgan Stanley
|
203,238 | $42,484,871 | |
| 3 | SCHW |
Schwab Charles Corp
|
285,274 | $26,322,231 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
153,102 | $15,353,068 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
81,030 | $7,052,851 | |
| 6 | EVR |
Evercore Inc.
|
17,579 | $6,002,173 | |
| 7 | SF |
Stifel Financial Corp
|
67,703 | $4,723,638 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
71,849 | $3,591,013 |
All Filings in HLI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,324,680 | 24,787 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,619,942 | 25,205 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,327,576 | 24,844 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,506,477 | 26,819 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,726,926 | 26,268 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,263,277 | 26,398 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $4,716,084 | 27,157 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,303,516 | 27,234 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,572,980 | 26,494 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,645,210 | 28,436 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $4,033,052 | 33,634 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $984,754 | 9,193 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $764,851 | 7,780 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $626,865 | 7,165 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $715,670 | 8,211 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $610,201 | 8,095 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $637,754 | 8,080 | Shares | Sole | 2022-08-15 | |
| 2021-09-30 | $809,006 | 8,784 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $776,514 | 9,494 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $490,178 | 7,370 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $543,621 | 8,086 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $469,978 | 7,959 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $393,986 | 7,081 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $391,890 | 7,519 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||