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Arjuna Capital’s Amalgamated Financial AMAL Stock Holding History

Arjuna Capital’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 		$3.91M Buy
100,471
+1,703
+2% +$64.6K 0.99% 23
2025
Q4 		$3.16M Sell
98,768
-1,014
-1% -$29.5K 0.78% 32
2025
Q3 		$2.71M Buy
99,782
+4,280
+4% +$127K 0.67% 40
2025
Q2 		$2.98M Sell
95,502
-53,132
-36% -$1.56M 0.79% 31
2025
Q1 		$4.27M Sell
148,634
-14,705
-9% -$481K 1.18% 21
2024
Q4 		$5.47M Sell
163,339
-5,879
-3% -$202K 1.45% 20
2024
Q3 		$5.31M Sell
169,218
-6,962
-4% -$211K 1.37% 22
2024
Q2 		$4.83M Buy
176,180
+4,319
+3% +$105K 1.3% 22
2024
Q1 		$4.12M Buy
171,861
+3,867
+2% +$95K 1.17% 31
2023
Q4 		$4.53M Buy
167,994
+10,448
+7% +$215K 1.42% 21
2023
Q3 		$2.71M Buy
157,546
+6,343
+4% +$115K 0.97% 32
2023
Q2 		$2.43M Buy
151,203
+7,599
+5% +$122K 0.86% 36
2023
Q1 		$2.54M Buy
143,604
+12,886
+10% +$284K 1% 33
2022
Q4 		$3.01M Buy
130,718
+38
+0% +$921 1.39% 24
2022
Q3 		$2.95M Buy
130,680
+4,375
+3% +$98.1K 1.45% 21
2022
Q2 		$2.5M Buy
126,305
+764
+0.6% +$14.7K 1.21% 29
2022
Q1 		$2.26M Buy
125,541
+456
+0.4% +$7.79K 0.94% 29
2021
Q4 		$2.1M Buy
125,085
+7,120
+6% +$124K 0.77% 39
2021
Q3 		$1.87M Sell
117,965
-28,751
-20% -$440K 0.76% 40
2021
Q2 		$2.29M Sell
146,716
-759
-0.5% -$12.3K 0.99% 30
2021
Q1 		$2.45M Buy
147,475
+7,295
+5% +$118K 1.2% 26
2020
Q4 		$1.93M Buy
140,180
+19,018
+16% +$242K 1.07% 27
2020
Q3 		$1.28M Buy
121,162
+14,708
+14% +$172K 0.8% 38
2020
Q2 		$1.35M Buy
+106,454
New +$1.13M 0.93% 39

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

Arjuna Capital's AMAL Position: Q1 2026 in Review

Arjuna Capital increased its Amalgamated Financial (AMAL) stake by 1.7% in Q1 2026, buying an estimated $64.6K and bringing the position to 100,471 shares worth $3.91M. The position accounts for 0.99% of the portfolio, ranked #23.

Arjuna Capital first reported a position in AMAL in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.47M in Q4 2024. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

  • Arjuna Capital held 100,471 shares of Amalgamated Financial worth $3.91M as of Q1 2026.
  • Arjuna Capital bought 1,703 Amalgamated Financial shares in Q1 2026, an estimated $64.6K.
  • Amalgamated Financial made up 0.99% of Arjuna Capital's portfolio in Q1 2026, its #23 holding.
  • Arjuna Capital first reported a position in Amalgamated Financial in Q2 2020 and has held it in 24 quarters since.
  • Arjuna Capital's Amalgamated Financial position peaked at $5.47M in Q4 2024.
  • 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on Arjuna Capital's 13F filing for Q1 2026, filed 6 May 2026.