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Amalgamated Bank’s Morningstar MORN Stock Holding History

Amalgamated Bank’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.54M Sell
9,900
-815
-8% -$142K 0.01% 945
2026
Q1 		$1.81M Sell
10,715
-300
-3% -$55.7K 0.01% 849
2025
Q4 		$2.39M Sell
11,015
-720
-6% -$156K 0.02% 738
2025
Q3 		$2.72M Sell
11,735
-807
-6% -$215K 0.02% 693
2025
Q2 		$3.94M Sell
12,542
-247
-2% -$73.1K 0.03% 493
2025
Q1 		$3.83M Sell
12,789
-439
-3% -$138K 0.03% 477
2024
Q4 		$4.46M Hold
13,228
– – 0.04% 431
2024
Q3 		$4.22M Sell
13,228
-315
-2% -$97.9K 0.03% 464
2024
Q2 		$4.01M Sell
13,543
-925
-6% -$274K 0.03% 533
2024
Q1 		$4.46M Sell
14,468
-4,042
-22% -$1.16M 0.04% 509
2023
Q4 		$5.3M Buy
18,510
+407
+2% +$106K 0.04% 441
2023
Q3 		$4.24M Buy
18,103
+12,545
+226% +$2.83M 0.04% 517
2023
Q2 		$1.09M Buy
5,558
+444
+9% +$87.9K 0.01% 1102
2023
Q1 		$1.04M Sell
5,114
-478
-9% -$105K 0.01% 1110
2022
Q4 		$1.21M Buy
5,592
+47
+0.8% +$10.7K 0.01% 1073
2022
Q3 		$1.18M Sell
5,545
-329
-6% -$78.2K 0.01% 1049
2022
Q2 		$1.42M Buy
5,874
+56
+1% +$14.1K 0.01% 997
2022
Q1 		$1.59M Buy
5,818
+404
+7% +$114K 0.01% 1017
2021
Q4 		$1.85M Buy
5,414
+714
+15% +$221K 0.01% 978
2021
Q3 		$1.22M Sell
4,700
-255
-5% -$67K 0.01% 1146
2021
Q2 		$1.27M Buy
4,955
+1,164
+31% +$282K 0.01% 1165
2021
Q1 		$853K Sell
3,791
-314
-8% -$73.6K 0.03% 663
2020
Q4 		$951K Sell
4,105
-2
-0% -$397 0.04% 573
2020
Q3 		$660K Sell
4,107
-91
-2% -$14.4K 0.03% 683
2020
Q2 		$592K Sell
4,198
-936
-18% -$132K 0.03% 725
2020
Q1 		$597K Sell
5,134
-105
-2% -$15.2K 0.01% 825
2019
Q4 		$793K Buy
5,239
+260
+5% +$39.9K 0.01% 901
2019
Q3 		$728K Buy
4,979
+643
+15% +$99K 0.02% 872
2019
Q2 		$627K Buy
4,336
+191
+5% +$26.4K 0.01% 961
2019
Q1 		$522K Buy
4,145
+89
+2% +$10.7K 0.01% 983
2018
Q4 		$446K Buy
4,056
+1,571
+63% +$184K 0.01% 982
2018
Q3 		$313K Sell
2,485
-1,752
-41% -$236K 0.01% 1104
2018
Q2 		$543K Buy
4,237
+213
+5% +$24.4K 0.01% 984
2018
Q1 		$384K Buy
4,024
+246
+7% +$23.7K 0.01% 1093
2017
Q4 		$366K Buy
3,778
+210
+6% +$18.9K 0.01% 1153
2017
Q3 		$303K Buy
3,568
+59
+2% +$4.81K 0.01% 1205
2017
Q2 		$275K Buy
3,509
+896
+34% +$67.6K 0.01% 1241
2017
Q1 		$205K Sell
2,613
-577
-18% -$44.9K 0.01% 1366
2016
Q4 		$235K Buy
3,190
+332
+12% +$24.4K 0.01% 1292
2016
Q3 		$227K Buy
2,858
+1
+0% +$82 0.01% 1185
2016
Q2 		$237K Buy
+2,857
New +$239K 0.01% 1159

Other funds holding MORN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

Amalgamated Bank's MORN Position: Q2 2026 in Review

Amalgamated Bank reduced its Morningstar (MORN) stake by 7.6% in Q2 2026, selling an estimated $142K and leaving 9,900 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #945.

Amalgamated Bank first reported a position in MORN in Q2 2016 and has held it in 41 quarters since. The position peaked at $5.3M in Q4 2023. 203 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Amalgamated Bank held 9,900 shares of Morningstar worth $1.54M as of Q2 2026.
  • Amalgamated Bank sold 815 Morningstar shares in Q2 2026, an estimated $142K.
  • Morningstar made up 0.01% of Amalgamated Bank's portfolio in Q2 2026, its #945 holding.
  • Amalgamated Bank first reported a position in Morningstar in Q2 2016 and has held it in 41 quarters since.
  • Amalgamated Bank's Morningstar position peaked at $5.3M in Q4 2023.
  • 203 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.