AIP
AMAL icon

Ameritas Investment Partners’s Amalgamated Financial AMAL Stock Holding History

Ameritas Investment Partners’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 		$76.1K Hold
1,957
– – ﹤0.01% 1847
2025
Q4 		$62.7K Hold
1,957
– – ﹤0.01% 1976
2025
Q3 		$53.1K Sell
1,957
-435
-18% -$12.9K ﹤0.01% 2076
2025
Q2 		$74.6K Buy
2,392
+648
+37% +$19K ﹤0.01% 1932
2025
Q1 		$50.1K Hold
1,744
– – ﹤0.01% 2097
2024
Q4 		$58.4K Hold
1,744
– – ﹤0.01% 2091
2024
Q3 		$54.7K Hold
1,744
– – ﹤0.01% 2142
2024
Q2 		$47.8K Hold
1,744
– – ﹤0.01% 2161
2024
Q1 		$41.9K Hold
1,744
– – ﹤0.01% 2247
2023
Q4 		$47K Hold
1,744
– – ﹤0.01% 2206
2023
Q3 		$30K Buy
1,744
+527
+43% +$9.54K ﹤0.01% 2351
2023
Q2 		$19.6K Hold
1,217
– – ﹤0.01% 2575
2023
Q1 		$21.5K Hold
1,217
– – ﹤0.01% 2436
2022
Q4 		$28.2K Hold
1,217
– – ﹤0.01% 2401
2022
Q3 		$27K Hold
1,217
– – ﹤0.01% 2355
2022
Q2 		$24K Hold
1,217
– – ﹤0.01% 2455
2022
Q1 		$22K Hold
1,217
– – ﹤0.01% 2510
2021
Q4 		$20K Hold
1,217
– – ﹤0.01% 2636
2021
Q3 		$19K Hold
1,217
– – ﹤0.01% 2721
2021
Q2 		$19K Hold
1,217
– – ﹤0.01% 2753
2021
Q1 		$20K Hold
1,217
– – ﹤0.01% 2551
2020
Q4 		$17K Hold
1,217
– – ﹤0.01% 2549
2020
Q3 		$13K Hold
1,217
– – ﹤0.01% 2579
2020
Q2 		$15K Hold
1,217
– – ﹤0.01% 2491
2020
Q1 		$13K Hold
1,217
– – ﹤0.01% 2387
2019
Q4 		$24K Buy
1,217
+409
+51% +$7.54K ﹤0.01% 2310
2019
Q3 		$13K Hold
808
– – ﹤0.01% 2598
2019
Q2 		$14K Hold
808
– – ﹤0.01% 2634
2019
Q1 		$13K Hold
808
– – ﹤0.01% 2585
2018
Q4 		$16K Hold
808
– – ﹤0.01% 2453
2018
Q3 		$16K Buy
+808
New +$14.5K ﹤0.01% 2609

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

Ameritas Investment Partners's AMAL Position: Q1 2026 in Review

Ameritas Investment Partners held its Amalgamated Financial (AMAL) position steady in Q1 2026 at 1,957 shares worth $76.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1847.

Ameritas Investment Partners first reported a position in AMAL in Q3 2018 and has held it in 31 quarters since. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

  • Ameritas Investment Partners held 1,957 shares of Amalgamated Financial worth $76.1K as of Q1 2026.
  • Ameritas Investment Partners left its Amalgamated Financial share count unchanged in Q1 2026.
  • Amalgamated Financial made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #1847 holding.
  • Ameritas Investment Partners first reported a position in Amalgamated Financial in Q3 2018 and has held it in 31 quarters since.
  • 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.