AMALNasdaqState Commercial BanksFiscal year ends December 31
Amalgamated Financial Corp.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$46.82−0.31 (-0.66%)
Close on Oct 19, 2026
- Market cap
- $1.41B
- P/E (TTM)
- 12.5
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
59.0%
18M of 30M shares
Institutional holders
196
36 new, 13 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 59 sales
Net sold $85.08M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Workers United | 7,185,816 | 23.40% | 13G (passive) | Dec 31, 2024 |
| Adage Capital Partners, L.P. | 1,963,108 | 6.46% | 13G (passive) amendment | Dec 31, 2023 |
| BlackRock, Inc. | 1,679,568 | 5.50% | 13G (passive) amendment | Jan 31, 2025 |
| BlackRock Portfolio Management LLC | 1,624,151 | 5.40% | 13G (passive) | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AMAL | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,405,902 | 11.39% | $156.33M | −60,966 | 0.00% |
| Dimensional Fund Advisors LP | 1,407,794 | 4.71% | $64.62M | +3,064 | 0.01% |
| Nomura Asset Management International Inc. | 1,131,014 | 3.78% | $51.91M | −51,649 | 0.08% |
| Vanguard Capital Management LLC | 830,199 | 2.78% | $38.11M | +8,606 | 0.00% |
| Alliancebernstein L.P. | 793,232 | 2.65% | $30.83M | +41,808 | 0.01% |
| American Century Companies Inc | 747,707 | 2.50% | $34.32M | +80,703 | 0.02% |
| State Street Corp | 700,195 | 2.34% | $32.14M | −48,739 | 0.00% |
| Adage Capital Partners Gp, L.L.C. | 575,016 | 1.92% | $26.39M | −265,092 | 0.04% |
| Geode Capital Management, LLC | 536,595 | 1.79% | $24.64M | −34,495 | 0.00% |
| First Manhattan Co. LLC. | 396,495 | 1.33% | $18.20M | −6,280 | 0.05% |
| Vanguard Portfolio Management LLC | 396,083 | 1.32% | $18.18M | −47,895 | 0.00% |
| Federated Hermes, Inc. | 330,795 | 1.11% | $15.18M | +6,256 | 0.02% |
| Lsv Asset Management | 305,658 | 1.02% | $14.03K | −7,700 | 0.03% |
| Bridgeway Capital Management, LLC | 296,484 | 0.99% | $13.61M | +6,382 | 0.24% |
| Price T Rowe Associates Inc /Md/ | 222,635 | 0.74% | $10.22K | +42,233 | 0.00% |
| Nuveen, LLC | 220,308 | 0.74% | $10.11M | +7,483 | 0.00% |
| Northern Trust Corp | 205,398 | 0.69% | $9.43M | −16,137 | 0.00% |
| Congress Asset Management Co /Ma | 204,238 | 0.68% | $9.37M | +30,653 | 0.06% |
| Goldman Sachs Group Inc | 179,372 | 0.60% | $8.23M | −5,957 | 0.00% |
| Bank Of America Corp /De/ | 169,300 | 0.57% | $7.77M | +4,620 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 196 | 18M | 59.0% | 36 / 62 | 68 / 13 | 1M | 1M |
| Q1 2026 | 176 | 18M | 60.3% | 32 / 56 | 61 / 22 | 3M | 1M |
| Q4 2025 | 172 | 18M | 60.3% | 32 / 57 | 62 / 22 | 2M | 3M |
| Q3 2025 | 162 | 19M | 62.5% | 20 / 57 | 64 / 34 | 1M | 2M |
| Q2 2025 | 176 | 19M | 63.5% | 21 / 77 | 57 / 27 | 2M | 2M |
| Q1 2025 | 184 | 19M | 62.9% | 24 / 61 | 77 / 32 | 3M | 2M |
| Q4 2024 | 194 | 18M | 61.2% | 46 / 69 | 50 / 14 | 3M | 2M |
| Q3 2024 | 164 | 18M | 60.2% | 22 / 67 | 48 / 11 | 6M | 1M |
| Q2 2024 | 154 | 17M | 56.0% | 18 / 61 | 57 / 20 | 1M | 2M |
| Q1 2024 | 158 | 17M | 57.4% | 36 / 52 | 45 / 9 | 3M | 2M |
| Q4 2023 | 132 | 16M | 52.7% | 24 / 50 | 40 / 5 | 2M | 2M |
| Q3 2023 | 113 | 15M | 51.4% | 11 / 38 | 40 / 11 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AMAL | Value | % of fund | As of |
|---|---|---|---|---|---|
| Nomura Small Cap Value Fund | 729,654 | 2.44% | $30.27M | 0.87% | May 29, 2026 |
| Avantis U.S. Small Cap Value ETF | 603,029 | 2.02% | $25.01M | 0.09% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 567,409 | 1.90% | $26.04M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 534,863 | 1.79% | $24.55M | 0.03% | Jun 30, 2026 |
| BlackRock Advantage Small Cap Core Fund | 393,597 | 1.32% | $16.33M | 0.31% | May 29, 2026 |
| Nomura VIP Small Cap Value Series | 384,750 | 1.29% | $17.66M | 0.94% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 244,657 | 0.82% | $11.23M | 0.01% | Jun 30, 2026 |
| Federated Hermes MDT Small Cap Core Fund | 220,056 | 0.74% | $10.87M | 0.48% | Jul 31, 2026 |
| U.S. Targeted Value Portfolio | 214,643 | 0.72% | $10.60M | 0.06% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 200,630 | 0.67% | $9.91M | 0.03% | Jul 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 197,173 | 0.66% | $9.05M | 0.19% | Jun 30, 2026 |
| Dimensional U.S. Targeted Value ETF | 190,130 | 0.64% | $9.39M | 0.06% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 161,012 | 0.54% | $7.39M | 0.05% | Jun 30, 2026 |
| AB Small Cap Value Portfolio | 150,969 | 0.50% | $6.93M | 1.20% | Jun 30, 2026 |
| Old Westbury Small & Mid Cap Strategies Fund | 150,208 | 0.50% | $7.42M | 0.08% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Sean Searby | EVP Chief Info. & Ops. Officer | 17,466 | 0.06% | Sep 17, 2026 |
| Edgar Romney Jr | Chief Strategy & Admin Officer | 22,393 | 0.07% | Sep 11, 2026 |
| Jason Darby | Senior Executive VP and CFO | 53,851 | 0.18% | Sep 11, 2026 |
| Sam D. Brown | SEVP, Chief Banking Officer | 28,874 | 0.10% | Sep 10, 2026 |
| Mandy Tenner | EVP, Chief Legal Officer | 15,472 | 0.05% | Sep 10, 2026 |
| Leslie Veluswamy | EVP & Chief Accounting Officer | 14,215 | 0.05% | Jun 11, 2026 |
| Priscilla Brown | President & CEO | 311,587 | 1.04% | Apr 3, 2026 |
| Tyrone Graham | EVP, Chief HR Officer | 18,659 | 0.06% | Apr 3, 2026 |
| Margaret Matilda Lanning | EVP, Chief Risk Executive | 17,016 | 0.06% | Apr 3, 2026 |
| Ina Narula | EVP, Chief Risk Officer | 4,813 | 0.02% | Mar 4, 2025 |
| Adrian Glace | SVP, Chief Technology Officer | 4,140 | 0.01% | Mar 4, 2025 |
| Finser Mark | Director | 19,433 | 0.06% | Aug 11, 2026 |
| Royce A. Wells | Director | 2,694 | 0.01% | Aug 5, 2026 |
| Maryann Bruce | Director | 17,804 | 0.06% | Aug 3, 2026 |
| Lynne P. Fox | Director | 26,467 | 0.09% | May 22, 2026 |
| Edgar Romney | Director | 20,697 | 0.07% | May 22, 2026 |
| Julie Kelly | Director | 20,697 | 0.07% | May 22, 2026 |
| Darrell B. Jackson | Director | 11,852 | 0.04% | May 22, 2026 |
| Meredith Miller | Director | 9,105 | 0.03% | May 22, 2026 |
| Scott Stoll | Director | 5,694 | 0.02% | May 22, 2026 |
| Julieta Ross | Director | 5,694 | 0.02% | May 22, 2026 |
| Steven Saloutos | Director | 3,481 | 0.01% | May 22, 2026 |
| JoAnn S. Lilek | Director | 13,990 | 0.05% | May 22, 2026 |
| Robert G. Romasco | Director | 46,541 | 0.16% | Nov 18, 2024 |
| Southwest Regional Joint Board, Workers United | 10% owner | 198,782 | 0.66% | Sep 15, 2026 |
| New York-New Jersey Regional Joint Board, Workers United | 10% owner | 302,518 | 1.01% | Sep 15, 2026 |
| Local 50, Workers United | 10% owner | 7,121,506 | 23.82% | Sep 15, 2026 |
| Philadelphia Joint Board, Workers United | 10% owner | – | – | Sep 15, 2026 |
| Regional Joint Board Fund For The Future Rochester | 10% owner | 119,133 | 0.40% | Sep 15, 2026 |
| Chicago & Midwest Regional Joint Board, Workers United | 10% owner | 7,835,828 | 26.21% | Sep 15, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Sean Searby EVP Chief Info. & Ops. Officer | Sep 15, 2026 | Sale(10b5-1 plan) | −3,314 | $47.75 | $158.24K | 17,466 |
| United Workers 10% owner | Sep 14, 2026 | Sale | −82,412 | $47.69 | $3.93M | 6,906,315 |
| United Workers 10% owner | Sep 14, 2026 | Sale | −50,000 | $47.98 | $2.40M | 373,022 |
| United Workers 10% owner | Sep 14, 2026 | Sale | −95,872 | $47.89 | $4.59M | 1,380,806 |
| Region Workers United/SEIU Southern 10% owner | Sep 14, 2026 | Sale | −95,872 | $47.89 | $4.59M | 1,380,806 |
| Region Workers United/SEIU Southern 10% owner | Sep 14, 2026 | Sale | −50,000 | $47.98 | $2.40M | 373,022 |
| Region Workers United/SEIU Southern 10% owner | Sep 14, 2026 | Sale | −82,412 | $47.69 | $3.93M | 6,906,315 |
| United Workers 10% owner | Sep 11, 2026 | Sale | −80,000 | $47.88 | $3.83M | 399,567 |
| United Workers 10% owner | Sep 11, 2026 | Sale | −154,128 | $47.88 | $7.38M | 1,476,678 |
| Region Workers United/SEIU Southern 10% owner | Sep 11, 2026 | Sale | −80,000 | $47.88 | $3.83M | 399,567 |
| Region Workers United/SEIU Southern 10% owner | Sep 11, 2026 | Sale | −154,128 | $47.88 | $7.38M | 1,476,678 |
| Jason Darby Senior Executive VP and CFO | Sep 10, 2026 | Sale(10b5-1 plan) | −19,995 | $48.10 | $961.76K | 53,851 |
| Edgar Romney Jr Chief Strategy & Admin Officer | Sep 10, 2026 | Sale(10b5-1 plan) | −5,992 | $47.46 | $284.38K | 22,393 |
| Region Workers United/SEIU Southern 10% owner | Sep 9, 2026 | Sale | −79,649 | $47.91 | $3.82M | 119,133 |
| Regional Joint Board Fund For The Future Rochester 10% owner | Sep 9, 2026 | Sale | −79,649 | $47.91 | $3.82M | 119,133 |
| Sam D. Brown SEVP, Chief Banking Officer | Sep 9, 2026 | Sale(10b5-1 plan) | −735 | $47.61 | $34.99K | 25,874 |
| Sam D. Brown SEVP, Chief Banking Officer | Sep 8, 2026 | Sale(10b5-1 plan) | −30,000 | $48.42 | $1.45M | 26,609 |
| Mandy Tenner EVP, Chief Legal Officer | Sep 8, 2026 | Sale(10b5-1 plan) | −2,920 | $48.73 | $142.29K | 15,472 |
| New York-New Jersey Regional Joint Board, Workers United 10% owner | Sep 8, 2026 | Sale | −13,018 | $48.65 | $633.33K | 302,518 |
| New York-New Jersey Regional Joint Board, Workers United 10% owner | Sep 8, 2026 | Sale | −29,892 | $48.52 | $1.45M | 198,782 |
| Southwest Regional Joint Board, Workers United 10% owner | Sep 8, 2026 | Sale | −29,892 | $48.52 | $1.45M | 198,782 |
| Southwest Regional Joint Board, Workers United 10% owner | Sep 8, 2026 | Sale | −13,018 | $48.65 | $633.33K | 302,518 |
| New York-New Jersey Regional Joint Board, Workers United 10% owner | Sep 4, 2026 | Sale | −45,801 | $49.23 | $2.25M | 228,674 |
| New York-New Jersey Regional Joint Board, Workers United 10% owner | Sep 4, 2026 | Sale | −22,982 | $49.14 | $1.13M | 315,536 |
| Southwest Regional Joint Board, Workers United 10% owner | Sep 4, 2026 | Sale | −45,801 | $49.23 | $2.25M | 228,674 |
| Southwest Regional Joint Board, Workers United 10% owner | Sep 4, 2026 | Sale | −22,982 | $49.14 | $1.13M | 315,536 |
| New York-New Jersey Regional Joint Board, Workers United 10% owner | Sep 3, 2026 | Sale | −44,658 | $49.43 | $2.21M | 274,475 |
| Southwest Regional Joint Board, Workers United 10% owner | Sep 3, 2026 | Sale | −44,658 | $49.43 | $2.21M | 274,475 |
| Jason Darby Senior Executive VP and CFO | Sep 2, 2026 | Sale | −1.36 | $48.20 | $66 | 73,846 |
| Southwest Regional Joint Board, Workers United 10% owner | Sep 2, 2026 | Sale | −44,244 | $48.19 | $2.13M | 6,988,727 |
| Regional Joint Board Fund For The Future Rochester 10% owner | Sep 2, 2026 | Sale | −44,244 | $48.19 | $2.13M | 6,988,727 |
| Sean Searby EVP Chief Info. & Ops. Officer | Sep 1, 2026 | Tax withholding | −1,532 | $47.34 | $72.52K | 20,780 |
| Mandy Tenner EVP, Chief Legal Officer | Sep 1, 2026 | Tax withholding | −1,338 | $47.34 | $63.34K | 18,392 |
| Sam D. Brown SEVP, Chief Banking Officer | Sep 1, 2026 | Tax withholding | −2,192 | $47.34 | $103.77K | 56,613 |
| Sam D. Brown SEVP, Chief Banking Officer | Sep 1, 2026 | Sale | −3.7 | – | – | 56,609 |
| Jason Darby Senior Executive VP and CFO | Sep 1, 2026 | Tax withholding | −5,504 | $47.34 | $260.56K | 73,847 |
| Southwest Regional Joint Board, Workers United 10% owner | Sep 1, 2026 | Sale | −15,000 | $47.28 | $709.20K | 7,032,971 |
| Regional Joint Board Fund For The Future Rochester 10% owner | Sep 1, 2026 | Sale | −15,000 | $47.28 | $709.20K | 7,032,971 |
| Southwest Regional Joint Board, Workers United 10% owner | Aug 31, 2026 | Sale | −73,535 | $48.12 | $3.54M | 7,047,971 |
| Regional Joint Board Fund For The Future Rochester 10% owner | Aug 31, 2026 | Sale | −73,535 | $48.12 | $3.54M | 7,047,971 |
| Finser Mark Director | Aug 10, 2026 | Sale | −800 | $49.85 | $39.88K | 19,433 |
| Royce A. Wells Director | Aug 3, 2026 | Sale | −787 | $50.00 | $39.35K | 2,694 |
| Maryann Bruce Director | Jul 30, 2026 | Sale | −2,138 | $49.55 | $105.94K | 17,804 |
| Jason Darby Senior Executive VP and CFO | Jun 11, 2026 | Sale | −250 | $43.33 | $10.83K | 81,843 |
| Jason Darby Senior Executive VP and CFO | Jun 11, 2026 | Sale | −250 | $43.75 | $10.94K | 82,093 |
| Jason Darby Senior Executive VP and CFO | Jun 11, 2026 | Sale | −2,500 | $43.25 | $108.13K | 79,343 |
| Maryann Bruce Director | Jun 10, 2026 | Sale | −2,089 | $43.72 | $91.33K | 19,942 |
| Maryann Bruce Director | Jun 10, 2026 | Sale | −2,089 | $41.39 | $86.46K | 19,942 |
| Leslie Veluswamy EVP & Chief Accounting Officer | Jun 9, 2026 | Sale | −2,500 | $43.51 | $108.78K | 14,215 |
| Steven Saloutos Director | May 20, 2026 | Award | +1,623 | $40.05 | $65.00K | 3,481 |
| JoAnn S. Lilek Director | May 20, 2026 | Award | +1,623 | $40.05 | $65.00K | 13,990 |
| Scott Stoll Director | May 20, 2026 | Award | +1,623 | $40.05 | $65.00K | 5,694 |
| Edgar Romney Director | May 20, 2026 | Award | +1,623 | $40.05 | $65.00K | 20,697 |
| Darrell B. Jackson Director | May 20, 2026 | Award | +1,623 | $40.05 | $65.00K | 11,852 |
| Julie Kelly Director | May 20, 2026 | Award | +1,623 | $40.05 | $65.00K | 20,697 |
| Julieta Ross Director | May 20, 2026 | Award | +1,623 | $40.05 | $65.00K | 5,694 |
| Royce A. Wells Director | May 20, 2026 | Award | +1,623 | $40.05 | $65.00K | 3,481 |
| Finser Mark Director | May 20, 2026 | Award | +1,623 | $40.05 | $65.00K | 20,233 |
| Maryann Bruce Director | May 20, 2026 | Award | +1,623 | $40.05 | $65.00K | 22,031 |
| Lynne P. Fox Director | May 20, 2026 | Award | +1,623 | $40.05 | $65.00K | 26,467 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Sean Searby Officer | Sep 15, 2026 | 3,314 | $158.23K | Sep 15, 2026 | RSU |
| Sam D. Brown Officer | Sep 14, 2026 | 30,898 | $1.50M | Sep 8, 2026 | RSU |
| United Workers 10% Shareholder | Sep 11, 2026 | 82,412 | $4.00M | Sep 11, 2026 | Reorganization |
| Jason Darby Officer | Sep 10, 2026 | 19,995 | $953.36K | Sep 10, 2026 | RSU |
| Edgar Romney Jr Officer | Sep 10, 2026 | 5,992 | $284.38K | Sep 10, 2026 | RSU |
| Mandy Tenner Officer | Sep 8, 2026 | 2,920 | $142.18K | Sep 8, 2026 | RSU |
| Sam D. Brown Officer | Sep 8, 2026 | 30,898 | $1.50M | Sep 8, 2026 | RSU |
| Philadelphia Joint Board, Workers United 10% Shareholder | Sep 8, 2026 | 50,000 | $2.46M | Sep 8, 2026 | Reorganization |
| New York - New Jersey Regional Joint Board, Workers United 10% Shareholder | Sep 8, 2026 | 250,000 | $12.29M | Sep 8, 2026 | Reorganization |
| Chicago & Midwest Regional Joint Board, Workers United 10% Shareholder | Sep 8, 2026 | 80,000 | $3.93M | Sep 8, 2026 | Reorganization |
| Pennsylvania Joint Board, Workers United 10% Shareholder | Sep 4, 2026 | 36,000 | $1.75M | Sep 4, 2026 | Reorganization |
| Rochester Regional Joint Board, Workers United 10% Shareholder | Sep 3, 2026 | 200,000 | $9.63M | Sep 3, 2026 | Reorganization |
| United Workers 10% Shareholder | Aug 31, 2026 | 132,779 | $6.47M | Aug 31, 2026 | Reorganization |
| Wells Royce DIRECTOR | Jul 29, 2026 | 1,858 | $92.70K | Jul 31, 2026 | Net Shares from Restricted Stock Vesting |
| Darby Jason Officer | Jul 2, 2026 | 2,750 | $118.85K | Jun 11, 2026 | Stock Bonus |