AssetMark Inc’s Amalgamated Financial AMAL Stock Holding History

AssetMark Inc’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	$826	Hold	18	–	–	﹤0.01%	3189
2026 Q1	$700	Hold	18	–	–	﹤0.01%	3114
2025 Q4	$577	Hold	18	–	–	﹤0.01%	3071
2025 Q3	$489	Hold	18	–	–	﹤0.01%	2931
2025 Q2	$562	Buy	+18	New	+$527	﹤0.01%	2724

Other funds holding AMAL

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

NIA

NIA Impact Advisors Berkeley, California $241M AUM 44.09% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Harrington Investments Napa, California $206M AUM 35.31% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

CYG

Clean Yield Group Norwich, Vermont $403M AUM 24.32% 1-Year Est. Return

Avalon Trust Santa Fe, New Mexico $1.63B AUM 42.75% 1-Year Est. Return

AssetMark Inc's AMAL Position: Q2 2026 in Review

AssetMark Inc held its Amalgamated Financial (AMAL) position steady in Q2 2026 at 18 shares worth $826. The position accounts for ﹤0.01% of the portfolio, ranked #3189.

AssetMark Inc first reported a position in AMAL in Q2 2025 and has held it in 5 quarters since. 55 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

AssetMark Inc held 18 shares of Amalgamated Financial worth $826 as of Q2 2026.
AssetMark Inc left its Amalgamated Financial share count unchanged in Q2 2026.
Amalgamated Financial made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3189 holding.
AssetMark Inc first reported a position in Amalgamated Financial in Q2 2025 and has held it in 5 quarters since.
55 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.