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 Q2	$76.5K	Sell	1,667 -290	-15%	-$12.2K	﹤0.01%	2001
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 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

Ameritas Investment Partners's AMAL Position: Q2 2026 in Review

Ameritas Investment Partners reduced its Amalgamated Financial (AMAL) stake by 15% in Q2 2026, selling an estimated $12.2K and leaving 1,667 shares worth $76.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2001.

Ameritas Investment Partners first reported a position in AMAL in Q3 2018 and has held it in 32 quarters since. 197 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

Ameritas Investment Partners held 1,667 shares of Amalgamated Financial worth $76.5K as of Q2 2026.
Ameritas Investment Partners sold 290 Amalgamated Financial shares in Q2 2026, an estimated $12.2K.
Amalgamated Financial made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #2001 holding.
Ameritas Investment Partners first reported a position in Amalgamated Financial in Q3 2018 and has held it in 32 quarters since.
197 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.