Position in TW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$735,391
+$28,608 QoQ
Shares Held
7,379
+22.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#310
of 560 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TW 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. TW ranks #21 (0.4% 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 TW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $735,391 | 7,379 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $706,783 | 6,007 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $669,759 | 6,228 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $874,078 | 7,876 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,175,884 | 8,032 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,205,643 | 8,121 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,072,496 | 8,192 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,065,417 | 8,615 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $742,000 | 7,000 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $713,251 | 6,847 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,389,282 | 15,287 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,002,018 | 12,494 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $771,632 | 11,268 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $933,542 | 11,814 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $747,993 | 11,520 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $649,112 | 11,505 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $784,192 | 11,490 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $918,768 | 10,456 | Shares | Sole | 2022-08-25 | |
| 2021-12-31 | $1,108,649 | 11,071 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $896,981 | 11,104 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,024,106 | 12,111 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $305,546 | 4,129 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $266,474 | 4,267 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $251,256 | 4,332 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $250,467 | 4,308 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||