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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
Q2 		$2.04M Sell
44,406
-24,903
-36% -$1.05M 0.21% 33
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Abacus Wealth Partners's AMAL Position: Q2 2026 in Review

Abacus Wealth Partners reduced its Amalgamated Financial (AMAL) stake by 36% in Q2 2026, selling an estimated $1.05M and leaving 44,406 shares worth $2.04M. The position accounts for 0.21% of the portfolio, ranked #33.

Abacus Wealth Partners first reported a position in AMAL in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.69M in Q1 2026. 197 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

  • Abacus Wealth Partners held 44,406 shares of Amalgamated Financial worth $2.04M as of Q2 2026.
  • Abacus Wealth Partners sold 24,903 Amalgamated Financial shares in Q2 2026, an estimated $1.05M.
  • Amalgamated Financial made up 0.21% of Abacus Wealth Partners's portfolio in Q2 2026, its #33 holding.
  • Abacus Wealth Partners first reported a position in Amalgamated Financial in Q4 2025 and has held it in 3 quarters since.
  • Abacus Wealth Partners's Amalgamated Financial position peaked at $2.69M in Q1 2026.
  • 197 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.