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 Q2	$605K	Buy	13,171 +171	+1%	+$7.21K	﹤0.01%	886
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

ALPS Advisors's AMAL Position: Q2 2026 in Review

ALPS Advisors increased its Amalgamated Financial (AMAL) stake by 1.3% in Q2 2026, buying an estimated $7.21K and bringing the position to 13,171 shares worth $605K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

ALPS Advisors first reported a position in AMAL in Q3 2022 and has held it in 12 quarters since. 197 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

ALPS Advisors held 13,171 shares of Amalgamated Financial worth $605K as of Q2 2026.
ALPS Advisors bought 171 Amalgamated Financial shares in Q2 2026, an estimated $7.21K.
Amalgamated Financial made up ﹤0.01% of ALPS Advisors's portfolio in Q2 2026, its #886 holding.
ALPS Advisors first reported a position in Amalgamated Financial in Q3 2022 and has held it in 12 quarters since.
197 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.