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Aquatic Capital Management’s Amalgamated Financial AMAL Stock Holding History

Aquatic Capital Management’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 		– Sell
-3,384
Closed -$108K – 1337
2025
Q4 		$108K Sell
3,384
-7,593
-69% -$221K ﹤0.01% 1150
2025
Q3 		$298K Buy
10,977
+2,986
+37% +$88.7K 0.01% 1004
2025
Q2 		$249K Sell
7,991
-4,685
-37% -$137K 0.01% 981
2025
Q1 		$364K Buy
12,676
+1,394
+12% +$45.6K 0.01% 817
2024
Q4 		$378K Buy
11,282
+882
+8% +$30.3K 0.01% 785
2024
Q3 		$326K Buy
+10,400
New +$315K 0.01% 730
2024
Q2 		– Sell
-2,300
Closed -$55.2K – 1191
2024
Q1 		$55.2K Sell
2,300
-300
-12% -$7.37K ﹤0.01% 1013
2023
Q4 		$70K Buy
+2,600
New +$53.5K ﹤0.01% 1079
2023
Q1 		– Sell
-13,500
Closed -$311K – 1227
2022
Q4 		$311K Sell
13,500
-5,700
-30% -$138K 0.02% 633
2022
Q3 		$433K Buy
+19,200
New +$431K 0.04% 443
2022
Q1 		– Sell
-100
Closed -$2K – 1060
2021
Q4 		$2K Buy
+100
New +$1.74K ﹤0.01% 1029

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

Aquatic Capital Management's AMAL Position: Q1 2026 in Review

Aquatic Capital Management sold out of Amalgamated Financial (AMAL) in Q1 2026, closing a stake of 3,384 shares — an estimated $108K sold.

Aquatic Capital Management first reported a position in AMAL in Q4 2021 and held it in 11 quarters. The position peaked at $433K in Q3 2022. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

  • Aquatic Capital Management reported no remaining Amalgamated Financial position as of Q1 2026 after selling out during the quarter.
  • Aquatic Capital Management sold 3,384 Amalgamated Financial shares in Q1 2026, an estimated $108K.
  • Aquatic Capital Management first reported a position in Amalgamated Financial in Q4 2021 and held it in 11 quarters.
  • Aquatic Capital Management's Amalgamated Financial position peaked at $433K in Q3 2022.
  • 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on Aquatic Capital Management's 13F filing for Q1 2026, filed 15 May 2026.