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 Q2	$426K	Buy	+9,281	New	+$391K	0.01%	842
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 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

Aquatic Capital Management's AMAL Position: Q2 2026 in Review

Aquatic Capital Management opened a new position in Amalgamated Financial (AMAL) in Q2 2026: 9,281 shares worth $426K. The stake represents 0.01% of the portfolio and ranks #842 among its holdings. This is a return to the name: Aquatic Capital Management previously reported a position in AMAL as recently as Q4 2025.

Aquatic Capital Management first reported a position in AMAL in Q4 2021 and has held it in 12 quarters since. The position peaked at $433K in Q3 2022. 197 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

Aquatic Capital Management held 9,281 shares of Amalgamated Financial worth $426K as of Q2 2026.
Amalgamated Financial was a new Aquatic Capital Management position in Q2 2026.
Amalgamated Financial made up 0.01% of Aquatic Capital Management's portfolio in Q2 2026, its #842 holding.
Aquatic Capital Management first reported a position in Amalgamated Financial in Q4 2021 and has held it in 12 quarters since.
Aquatic Capital Management's Amalgamated Financial position peaked at $433K in Q3 2022.
197 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.