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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
Q2 		$4.88M Buy
106,296
+5,825
+6% +$246K 1.1% 20
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Arjuna Capital's AMAL Position: Q2 2026 in Review

Arjuna Capital increased its Amalgamated Financial (AMAL) stake by 5.8% in Q2 2026, buying an estimated $246K and bringing the position to 106,296 shares worth $4.88M. The position accounts for 1.1% of the portfolio, ranked #20.

Arjuna Capital first reported a position in AMAL in Q2 2020 and has held it in 25 quarters since. The position peaked at $5.47M in Q4 2024. 197 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

  • Arjuna Capital held 106,296 shares of Amalgamated Financial worth $4.88M as of Q2 2026.
  • Arjuna Capital bought 5,825 Amalgamated Financial shares in Q2 2026, an estimated $246K.
  • Amalgamated Financial made up 1.1% of Arjuna Capital's portfolio in Q2 2026, its #20 holding.
  • Arjuna Capital first reported a position in Amalgamated Financial in Q2 2020 and has held it in 25 quarters since.
  • Arjuna Capital's Amalgamated Financial position peaked at $5.47M in Q4 2024.
  • 197 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

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