AMALGAMATED BANK

Bank

Position in IBKR — Interactive Brokers Group, Inc.

CIK 919192 NEW YORK, NY

Position in IBKR

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

Position Value

$7,052,851

+$994,150 QoQ

Shares Held

81,030

-10.3% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#276

of 1,105 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 $178,936,360 across 30 Capital Markets names. IBKR ranks #5 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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. This page	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

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,052,851	81,030	-10.3%	Shares	Sole	2026-07-23
2026-03-31	$6,058,701	90,334	+3.5%	Shares	Sole	2026-05-08
2025-12-31	$5,614,070	87,297	+3.1%	Shares	Sole	2026-02-05
2025-09-30	$5,826,280	84,672	-57.5%	Shares	Sole	2025-10-29
2025-06-30	$11,045,761	199,346	+300.0%	Shares	Sole	2025-08-04
2025-03-31	$8,251,515	49,831	-3.7%	Shares	Sole	2025-04-25
2024-12-31	$9,141,965	51,746	+0.2%	Shares	Sole	2025-02-04
2024-09-30	$7,196,411	51,639	-22.4%	Shares	Sole	2024-10-30
2024-06-30	$8,160,010	66,558	-7.2%	Shares	Sole	2024-08-12
2024-03-31	$8,010,835	71,711	+5.4%	Shares	Sole	2024-04-23
2023-12-31	$5,638,277	68,013	-5.0%	Shares	Sole	2024-02-06
2023-09-30	$6,193,800	71,555	+17.6%	Shares	Sole	2023-11-08
2023-06-30	$5,053,397	60,833	-4.3%	Shares	Sole	2023-08-11
2023-03-31	$5,249,164	63,580	-19.3%	Shares	Sole	2023-05-02
2022-12-31	$5,700,456	78,790	+22.9%	Shares	Sole	2023-02-10
2022-09-30	$4,098,292	64,126	+10.2%	Shares	Sole	2022-11-09
2022-06-30	$3,200,371	58,178	+9.8%	Shares	Sole	2022-08-15
2022-03-31	$3,492,636	52,991	-4.1%	Shares	Sole	2022-08-25
2021-12-31	$4,388,193	55,253	-9.5%	Shares	Sole	2022-02-15
2021-09-30	$3,804,672	61,031	-3.9%	Shares	Sole	2021-10-29
2021-06-30	$4,174,183	63,505	+1569.9%	Shares	Sole	2021-08-16
2021-03-31	$277,771	3,803	-3.9%	Shares	Sole	2021-05-13
2020-12-31	$241,121	3,958	-63.8%	Shares	Sole	2021-02-12
2020-03-31	$472,322	10,941	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.