AMALGAMATED BANK

Bank

Position in MS — Morgan Stanley

CIK 919192 NEW YORK, NY

Position in MS

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

Position Value

$42,484,871

+$5,832,499 QoQ

Shares Held

203,238

-8.7% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#297

of 2,716 holders

Holding Since

Mar 2020

26 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. MS ranks #2 (23.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	50,581	$51,156,105
2	MS	Morgan Stanley This page	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

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$42,484,871	203,238	-8.7%	Shares	Sole	2026-07-23
2026-03-31	$36,652,372	222,716	-0.9%	Shares	Sole	2026-05-08
2025-12-31	$39,914,957	224,835	-1.6%	Shares	Sole	2026-02-05
2025-09-30	$36,305,828	228,396	-3.0%	Shares	Sole	2025-10-29
2025-06-30	$33,168,304	235,470	-0.7%	Shares	Sole	2025-08-04
2025-03-31	$27,654,056	237,028	+1.1%	Shares	Sole	2025-04-25
2024-12-31	$29,461,224	234,340	-2.9%	Shares	Sole	2025-02-04
2024-09-30	$25,148,733	241,258	-3.0%	Shares	Sole	2024-10-30
2024-06-30	$24,183,398	248,826	-2.2%	Shares	Sole	2024-08-12
2024-03-31	$23,948,842	254,342	-15.2%	Shares	Sole	2024-04-23
2023-12-31	$27,978,170	300,034	-4.8%	Shares	Sole	2024-02-06
2023-09-30	$25,731,031	315,061	-2.1%	Shares	Sole	2023-11-08
2023-06-30	$27,491,370	321,913	-2.7%	Shares	Sole	2023-08-11
2023-03-31	$29,037,479	330,723	-1.5%	Shares	Sole	2023-05-02
2022-12-31	$28,550,906	335,814	+0.2%	Shares	Sole	2023-02-10
2022-09-30	$26,492,685	335,308	-2.4%	Shares	Sole	2022-11-09
2022-06-30	$26,131,477	343,564	-2.1%	Shares	Sole	2022-08-15
2022-03-31	$30,661,930	350,823	-6.7%	Shares	Sole	2022-08-25
2021-12-31	$36,923,767	376,159	-3.2%	Shares	Sole	2022-02-15
2021-09-30	$37,800,750	388,457	-5.7%	Shares	Sole	2021-10-29
2021-06-30	$37,756,016	411,779	+432.0%	Shares	Sole	2021-08-16
2021-03-31	$6,010,806	77,399	+0.9%	Shares	Sole	2021-05-13
2020-12-31	$5,258,581	76,734	+20.3%	Shares	Sole	2021-02-12
2020-09-30	$3,083,714	63,779	-2.1%	Shares	Sole	2020-10-30
2020-06-30	$3,147,034	65,156	-61.8%	Shares	Sole	2020-08-10
2020-03-31	$5,802,950	170,675	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.