SEC 13F Intelligence

Amalgamated Bank / MS

Amalgamated Bank’s Morgan Stanley Position

Does Amalgamated Bank own Morgan Stanley (MS)? Yes222.7K shares worth $37M (+0.28% of its 13F portfolio) as of Q1 2026, down from 224.8K shares the prior filed quarter.

Position Value
$37M
Q1 2026
Shares
222.7K
% of Portfolio
+0.28%
Quarters Held
29
currently held

Position History MS

Reported value by quarter
Q1 ’19: $7MQ1 ’19Q2 ’19: $8MQ3 ’19: $7MQ4 ’19: $9MQ1 ’20: $6MQ1 ’20Q2 ’20: $3MQ3 ’20: $3MQ4 ’20: $5MQ1 ’21: $6MQ1 ’21Q2 ’21: $38MQ3 ’21: $38MQ4 ’21: $37MQ1 ’22: $31MQ1 ’22Q2 ’22: $26MQ3 ’22: $26MQ4 ’22: $29MQ1 ’23: $29MQ1 ’23Q2 ’23: $27MQ3 ’23: $26MQ4 ’23: $28MQ1 ’24: $24MQ1 ’24Q2 ’24: $24MQ3 ’24: $25MQ4 ’24: $29MQ1 ’25: $28MQ1 ’25Q2 ’25: $33MQ3 ’25: $36MQ4 ’25: $40MQ1 ’26: $37MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026222.7K$37M+0.28%
Q4 2025224.8K$40M+0.29%
Q3 2025228.4K$36M+0.26%
Q2 2025235.5K$33M+0.26%
Q1 2025237.0K$28M+0.24%
Q4 2024234.3K$29M+0.24%
Q3 2024241.3K$25M+0.21%
Q2 2024248.8K$24M+0.21%
Q1 2024254.3K$24M+0.20%
Q4 2023300.0K$28M+0.22%
Q3 2023315.1K$26M+0.22%
Q2 2023321.9K$27M+0.22%
Q1 2023330.7K$29M+0.25%
Q4 2022335.8K$29M+0.25%
Q3 2022335.3K$26M+0.26%
Q2 2022343.6K$26M+0.24%
Q1 2022350.8K$31M+0.24%
Q4 2021376.2K$37M+0.27%
Q3 2021388.5K$38M+0.32%
Q2 2021411.8K$38M+0.30%
Q1 202177.4K$6M+0.23%
Q4 202076.7K$5M+0.20%
Q3 202063.8K$3M+0.13%
Q2 202065.2K$3M+0.15%
Q1 2020170.7K$6M+0.14%
Q4 2019177.2K$9M+0.17%
Q3 2019171.4K$7M+0.15%
Q2 2019175.0K$8M+0.18%
Q1 2019156.4K$7M+0.16%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Amalgamated Bank’s full portfolio or all institutional holders of MS.