AAS
AMAL icon

Ameritas Advisory Services’s Amalgamated Financial AMAL Stock Holding History

Ameritas Advisory Services’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
-17
Closed -$530 – 2128
2025
Q2 		$530 Buy
+17
New +$498 ﹤0.01% 2691

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

Ameritas Advisory Services's AMAL Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Amalgamated Financial (AMAL) in Q3 2025, closing a stake of 17 shares — an estimated $530 sold.

Ameritas Advisory Services first reported a position in AMAL in Q2 2025 and held it in 1 quarter. The position peaked at $530 in Q2 2025. 163 funds tracked by Wall St. Rank hold AMAL as of Q3 2025.

  • Ameritas Advisory Services reported no remaining Amalgamated Financial position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 17 Amalgamated Financial shares in Q3 2025, an estimated $530.
  • Ameritas Advisory Services first reported a position in Amalgamated Financial in Q2 2025 and held it in 1 quarter.
  • Ameritas Advisory Services's Amalgamated Financial position peaked at $530 in Q2 2025.
  • 163 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.