Amalgamated Bank

SEC CIK: 0000919192
Latest filing: Jul 23, 2026

SEC filings (opens in a new tab)

MS holding history

Morgan Stanley in every 13F filed by Amalgamated Bank, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overview All 13F holders of MS Full Q2 2026 holdings

Shares (Q2 2026): 203,238
Value: $42.5M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of MS by Amalgamated Bank, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	203,238	$42.5M	0.3%	−19,478−8.7%	Reduced	Holders
Q1 2026	222,716	$36.7M	0.3%	−2,119−0.9%	Reduced	Holders
Q4 2025	224,835	$39.9M	0.3%	−3,561−1.6%	Reduced	Holders
Q3 2025	228,396	$36.3M	0.3%	−7,074−3.0%	Reduced	Holders
Q2 2025	235,470	$33.2M	0.3%	−1,558−0.7%	Reduced	Holders
Q1 2025	237,028	$27.7M	0.2%	+2,688+1.1%	Added	Holders
Q4 2024	234,340	$29.5M	0.2%	−6,918−2.9%	Reduced	Holders
Q3 2024	241,258	$25.1M	0.2%	−7,568−3.0%	Reduced	Holders
Q2 2024	248,826	$24.2M	0.2%	−5,516−2.2%	Reduced	Holders
Q1 2024	254,342	$23.9M	0.2%	−45,692−15.2%	Reduced	Holders
Q4 2023	300,034	$28.0M	0.2%	−15,027−4.8%	Reduced	Holders
Q3 2023	315,061	$25.7M	0.2%	−6,852−2.1%	Reduced	Holders
Q2 2023	321,913	$27.5M	0.2%	−8,810−2.7%	Reduced	Holders
Q1 2023	330,723	$29.0M	0.2%	−5,091−1.5%	Reduced	Holders
Q4 2022	335,814	$28.6M	0.3%	+506+0.2%	Added	Holders
Q3 2022	335,308	$26.5M	0.3%	−8,256−2.4%	Reduced	Holders
Q2 2022	343,564	$26.1M	0.2%	−7,259−2.1%	Reduced	Holders
Q1 2022	350,823	$30.7M	0.2%	−25,336−6.7%	Reduced	Holders
Q4 2021	376,159	$36.9M	0.3%	−12,298−3.2%	Reduced	Holders
Q3 2021	388,457	$37.8M	0.3%	−23,322−5.7%	Reduced	Holders
Q2 2021	411,779	$37.8M	0.3%	+334,380+432.0%	Added	Holders
Q1 2021	77,399	$6.01M	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.