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Abacus Wealth Partners’s Amalgamated Financial AMAL Stock Holding History

Abacus Wealth Partners’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
Q1 		$2.69M Buy
69,309
+3,743
+6% +$142K 0.25% 35
2025
Q4 		$2.1M Buy
+65,566
New +$1.91M 0.21% 39

Other funds holding AMAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Abacus Wealth Partners's AMAL Position: Q1 2026 in Review

Abacus Wealth Partners increased its Amalgamated Financial (AMAL) stake by 5.7% in Q1 2026, buying an estimated $142K and bringing the position to 69,309 shares worth $2.69M. The position accounts for 0.25% of the portfolio, ranked #35.

Abacus Wealth Partners first reported a position in AMAL in Q4 2025 and has held it in 2 quarters since. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

  • Abacus Wealth Partners held 69,309 shares of Amalgamated Financial worth $2.69M as of Q1 2026.
  • Abacus Wealth Partners bought 3,743 Amalgamated Financial shares in Q1 2026, an estimated $142K.
  • Amalgamated Financial made up 0.25% of Abacus Wealth Partners's portfolio in Q1 2026, its #35 holding.
  • Abacus Wealth Partners first reported a position in Amalgamated Financial in Q4 2025 and has held it in 2 quarters since.
  • 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on Abacus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.