Superior Planning, LLC’s Amalgamated Financial AMAL Stock Holding History

Superior Planning, LLC’s Portfolio AMAL Stock Details AMAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.14K	Buy	+24	New	+$1.16K	﹤0.01%	1725

Other funds holding AMAL

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's AMAL Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Amalgamated Financial (AMAL) in Q3 2026: 24 shares worth $1.14K. The stake represents ﹤0.01% of the portfolio and ranks #1725 among its holdings.

125 funds tracked by Wall St. Rank hold AMAL as of Q3 2026.

Superior Planning, LLC held 24 shares of Amalgamated Financial worth $1.14K as of Q3 2026.
Amalgamated Financial was a new Superior Planning, LLC position in Q3 2026.
Amalgamated Financial made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1725 holding.
125 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.