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Abundance Wealth Counselors’s Amalgamated Financial AMAL Stock Holding History

Abundance Wealth Counselors’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 		$208K Buy
+4,532
New +$191K 0.01% 294

Other funds holding AMAL

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
HI
Harrington Investments Napa, California $206M AUM 35.31% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Abundance Wealth Counselors's AMAL Position: Q2 2026 in Review

Abundance Wealth Counselors opened a new position in Amalgamated Financial (AMAL) in Q2 2026: 4,532 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #294 among its holdings.

21 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

  • Abundance Wealth Counselors held 4,532 shares of Amalgamated Financial worth $208K as of Q2 2026.
  • Amalgamated Financial was a new Abundance Wealth Counselors position in Q2 2026.
  • Amalgamated Financial made up 0.01% of Abundance Wealth Counselors's portfolio in Q2 2026, its #294 holding.
  • 21 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.