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Allworth Financial’s Amalgamated Financial AMAL Stock Holding History

Allworth Financial’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 		$4.02K Buy
103
+26
+34% +$986 ﹤0.01% 4075
2025
Q4 		$2.48K Buy
77
+8
+12% +$233 ﹤0.01% 4040
2025
Q3 		$1.88K Buy
69
+35
+103% +$1.04K ﹤0.01% 4025
2025
Q2 		$1.07K Sell
34
-31
-48% -$908 ﹤0.01% 3947
2025
Q1 		$1.8K Buy
65
+44
+210% +$1.44K ﹤0.01% 3250
2024
Q4 		$769 Hold
21
– – ﹤0.01% 3487
2024
Q3 		$659 Sell
21
-37
-64% -$1.12K ﹤0.01% 3352
2024
Q2 		$1.83K Hold
58
– – ﹤0.01% 2963
2024
Q1 		$1.39K Hold
58
– – ﹤0.01% 2958
2023
Q4 		$1.56K Hold
58
– – ﹤0.01% 2784
2023
Q3 		$999 Hold
58
– – ﹤0.01% 2850
2023
Q2 		$934 Buy
58
+10
+21% +$161 ﹤0.01% 2753
2023
Q1 		$850 Buy
+48
New +$1.06K ﹤0.01% 2730

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

Allworth Financial's AMAL Position: Q1 2026 in Review

Allworth Financial increased its Amalgamated Financial (AMAL) stake by 34% in Q1 2026, buying an estimated $986 and bringing the position to 103 shares worth $4.02K. The position accounts for ﹤0.01% of the portfolio, ranked #4075.

Allworth Financial first reported a position in AMAL in Q1 2023 and has held it in 13 quarters since. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

  • Allworth Financial held 103 shares of Amalgamated Financial worth $4.02K as of Q1 2026.
  • Allworth Financial bought 26 Amalgamated Financial shares in Q1 2026, an estimated $986.
  • Amalgamated Financial made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4075 holding.
  • Allworth Financial first reported a position in Amalgamated Financial in Q1 2023 and has held it in 13 quarters since.
  • 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.