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Alliance Wealth Advisors (Utah)’s Amalgamated Financial AMAL Stock Holding History

Alliance Wealth Advisors (Utah)’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
2025
Q3 		– Sell
-46,391
Closed -$10.2M – 283
2025
Q2 		$10.2M Buy
+46,391
New +$1.36M 2.44% 3

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s AMAL Position: Q3 2025 in Review

Alliance Wealth Advisors (Utah) sold out of Amalgamated Financial (AMAL) in Q3 2025, closing a stake of 46,391 shares — an estimated $10.2M sold.

Alliance Wealth Advisors (Utah) first reported a position in AMAL in Q2 2025 and held it in 1 quarter. The position peaked at $10.2M in Q2 2025. 163 funds tracked by Wall St. Rank hold AMAL as of Q3 2025.

  • Alliance Wealth Advisors (Utah) reported no remaining Amalgamated Financial position as of Q3 2025 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 46,391 Amalgamated Financial shares in Q3 2025, an estimated $10.2M.
  • Alliance Wealth Advisors (Utah) first reported a position in Amalgamated Financial in Q2 2025 and held it in 1 quarter.
  • Alliance Wealth Advisors (Utah)'s Amalgamated Financial position peaked at $10.2M in Q2 2025.
  • 163 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2025.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q3 2025, filed 10 Nov 2025.