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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
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
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

Arax Advisory Partners's AMAL Position: Q1 2026 in Review

Arax Advisory Partners increased its Amalgamated Financial (AMAL) stake by 0.24% in Q1 2026, buying an estimated $114 and bringing the position to 1,272 shares worth $49.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1699.

Arax Advisory Partners first reported a position in AMAL in Q2 2024 and has held it in 6 quarters since. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

  • Arax Advisory Partners held 1,272 shares of Amalgamated Financial worth $49.5K as of Q1 2026.
  • Arax Advisory Partners bought 3 Amalgamated Financial shares in Q1 2026, an estimated $114.
  • Amalgamated Financial made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #1699 holding.
  • Arax Advisory Partners first reported a position in Amalgamated Financial in Q2 2024 and has held it in 6 quarters since.
  • 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.