AG
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Algert Global’s Amalgamated Financial AMAL Stock Holding History

Algert Global’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 		$853K Hold
21,947
– – 0.01% 894
2025
Q4 		$703K Buy
+21,947
New +$638K 0.01% 899
2025
Q1 		– Sell
-7,992
Closed -$267K – 1167
2024
Q4 		$267K Sell
7,992
-41,054
-84% -$1.41M 0.01% 1016
2024
Q3 		$1.54M Sell
49,046
-28,083
-36% -$851K 0.04% 646
2024
Q2 		$2.11M Buy
77,129
+2,360
+3% +$57.6K 0.07% 451
2024
Q1 		$1.79M Buy
74,769
+7,140
+11% +$175K 0.07% 447
2023
Q4 		$1.82M Sell
67,629
-13,730
-17% -$283K 0.07% 443
2023
Q3 		$1.4M Sell
81,359
-26,910
-25% -$487K 0.07% 485
2023
Q2 		$1.74M Buy
108,269
+1,970
+2% +$31.6K 0.08% 436
2023
Q1 		$1.88M Sell
106,299
-3,707
-3% -$81.6K 0.09% 376
2022
Q4 		$2.54M Buy
110,006
+9,220
+9% +$223K 0.14% 220
2022
Q3 		$2.27M Buy
100,786
+63,516
+170% +$1.42M 0.14% 232
2022
Q2 		$737K Buy
37,270
+26,060
+232% +$503K 0.06% 603
2022
Q1 		$201K Buy
+11,210
New +$192K 0.01% 1048
2020
Q2 		– Sell
-11,240
Closed -$122K – 414
2020
Q1 		$122K Sell
11,240
-1,810
-14% -$29K 0.05% 345
2019
Q4 		$254K Buy
+13,050
New +$240K 0.08% 285

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

Algert Global's AMAL Position: Q1 2026 in Review

Algert Global held its Amalgamated Financial (AMAL) position steady in Q1 2026 at 21,947 shares worth $853K. The position accounts for 0.01% of the portfolio, ranked #894.

Algert Global first reported a position in AMAL in Q4 2019 and has held it in 16 quarters since. The position peaked at $2.54M in Q4 2022. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

  • Algert Global held 21,947 shares of Amalgamated Financial worth $853K as of Q1 2026.
  • Algert Global left its Amalgamated Financial share count unchanged in Q1 2026.
  • Amalgamated Financial made up 0.01% of Algert Global's portfolio in Q1 2026, its #894 holding.
  • Algert Global first reported a position in Amalgamated Financial in Q4 2019 and has held it in 16 quarters since.
  • Algert Global's Amalgamated Financial position peaked at $2.54M in Q4 2022.
  • 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on Algert Global's 13F filing for Q1 2026, filed 14 May 2026.