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Atria Investments’s Amalgamated Financial AMAL Stock Holding History

Atria Investments’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
2025
Q3 		– Sell
-7,149
Closed -$223K – 2007
2025
Q2 		$223K Buy
7,149
+144
+2% +$4.22K ﹤0.01% 1862
2025
Q1 		$201K Buy
+7,005
New +$229K ﹤0.01% 1822

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Atria Investments's AMAL Position: Q3 2025 in Review

Atria Investments sold out of Amalgamated Financial (AMAL) in Q3 2025, closing a stake of 7,149 shares — an estimated $223K sold.

Atria Investments first reported a position in AMAL in Q1 2025 and held it in 2 quarters. The position peaked at $223K in Q2 2025. 163 funds tracked by Wall St. Rank hold AMAL as of Q3 2025.

  • Atria Investments reported no remaining Amalgamated Financial position as of Q3 2025 after selling out during the quarter.
  • Atria Investments sold 7,149 Amalgamated Financial shares in Q3 2025, an estimated $223K.
  • Atria Investments first reported a position in Amalgamated Financial in Q1 2025 and held it in 2 quarters.
  • Atria Investments's Amalgamated Financial position peaked at $223K in Q2 2025.
  • 163 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2025.

Based on Atria Investments's 13F filing for Q3 2025, filed 6 Nov 2025.