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ALPS Advisors’s Amalgamated Financial AMAL Stock Holding History

ALPS Advisors’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 		$505K Buy
+13,000
New +$493K ﹤0.01% 803
2025
Q3 		– Sell
-12,246
Closed -$382K – 1024
2025
Q2 		$382K Buy
12,246
+148
+1% +$4.34K ﹤0.01% 805
2025
Q1 		$348K Buy
12,098
+849
+8% +$27.8K ﹤0.01% 803
2024
Q4 		$377K Hold
11,249
– – ﹤0.01% 731
2024
Q3 		$353K Sell
11,249
-3,023
-21% -$91.6K ﹤0.01% 857
2024
Q2 		$391K Sell
14,272
-70
-0.5% -$1.71K ﹤0.01% 648
2024
Q1 		$344K Sell
14,342
-4,088
-22% -$100K ﹤0.01% 858
2023
Q4 		$497K Sell
18,430
-1,050
-5% -$21.6K ﹤0.01% 607
2023
Q3 		$335K Buy
+19,480
New +$353K ﹤0.01% 714
2023
Q1 		– Sell
-13,809
Closed -$318K – 1020
2022
Q4 		$318K Sell
13,809
-74
-0.5% -$1.79K ﹤0.01% 829
2022
Q3 		$313K Buy
+13,883
New +$311K ﹤0.01% 709

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

ALPS Advisors's AMAL Position: Q1 2026 in Review

ALPS Advisors opened a new position in Amalgamated Financial (AMAL) in Q1 2026: 13,000 shares worth $505K. The stake represents ﹤0.01% of the portfolio and ranks #803 among its holdings. This is a return to the name: ALPS Advisors previously reported a position in AMAL as recently as Q2 2025.

ALPS Advisors first reported a position in AMAL in Q3 2022 and has held it in 11 quarters since. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

  • ALPS Advisors held 13,000 shares of Amalgamated Financial worth $505K as of Q1 2026.
  • Amalgamated Financial was a new ALPS Advisors position in Q1 2026.
  • Amalgamated Financial made up ﹤0.01% of ALPS Advisors's portfolio in Q1 2026, its #803 holding.
  • ALPS Advisors first reported a position in Amalgamated Financial in Q3 2022 and has held it in 11 quarters since.
  • 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.