AMALGAMATED BANK

Bank

Position in XP — XP Inc.

CIK 919192 NEW YORK, NY

Position in XP

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

Position Value

$288,517

-$462,173 QoQ

Shares Held

17,744

-55.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#218

of 318 holders

Holding Since

Jun 2023

13 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. XP ranks #27 (0.2% 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.	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

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$288,517	17,744	-55.0%	Shares	Sole	2026-07-23
2026-03-31	$750,690	39,427	+15.2%	Shares	Sole	2026-05-08
2025-12-31	$560,132	34,217	+61.7%	Shares	Sole	2026-02-05
2025-09-30	$397,558	21,158	-3.5%	Shares	Sole	2025-10-29
2025-06-30	$443,066	21,934	-0.6%	Shares	Sole	2025-08-04
2025-03-31	$303,421	22,067	-0.8%	Shares	Sole	2025-04-25
2024-12-31	$263,532	22,239	0.0%	Shares	Sole	2025-02-04
2024-09-30	$398,967	22,239	-69.3%	Shares	Sole	2024-10-30
2024-06-30	$1,272,654	72,351	+291.9%	Shares	Sole	2024-08-12
2024-03-31	$473,683	18,460	-74.4%	Shares	Sole	2024-04-23
2023-12-31	$1,878,317	72,049	+31.3%	Shares	Sole	2024-02-06
2023-09-30	$1,265,260	54,892	+6.2%	Shares	Sole	2023-11-08
2023-06-30	$1,212,483	51,683	—	Shares	Sole	2023-08-11
No filing history on record for this holder in this stock.