Arax Advisory Partners’s Amalgamated Financial AMAL Stock Holding History

Arax Advisory 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	$72.4K	Buy	1,578 +306	+24%	+$12.9K	﹤0.01%	2975
2026 Q1	$49.5K	Buy	1,272 +3	+0.2%	+$114	﹤0.01%	1699
2025 Q4	$40.6K	Buy	1,269 +827	+187%	+$24.1K	﹤0.01%	1725
2025 Q3	$12K	Buy	+442	New	+$13.1K	﹤0.01%	2512
2025 Q1	–	Sell	-240	Closed	-$8.03K	–	2679
2024 Q4	$8.03K	Hold	240	–	–	﹤0.01%	1567
2024 Q3	$7.53K	Hold	240	–	–	﹤0.01%	1533
2024 Q2	$6.58K	Buy	+240	New	+$5.86K	﹤0.01%	1465

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

Arax Advisory Partners's AMAL Position: Q2 2026 in Review

Arax Advisory Partners increased its Amalgamated Financial (AMAL) stake by 24% in Q2 2026, buying an estimated $12.9K and bringing the position to 1,578 shares worth $72.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2975.

Arax Advisory Partners first reported a position in AMAL in Q2 2024 and has held it in 7 quarters since. 197 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

Arax Advisory Partners held 1,578 shares of Amalgamated Financial worth $72.4K as of Q2 2026.
Arax Advisory Partners bought 306 Amalgamated Financial shares in Q2 2026, an estimated $12.9K.
Amalgamated Financial made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2975 holding.
Arax Advisory Partners first reported a position in Amalgamated Financial in Q2 2024 and has held it in 7 quarters since.
197 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.