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Avalon Trust’s Amalgamated Financial AMAL Stock Holding History

Avalon Trust’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 		$1.89M Sell
48,685
-750
-2% -$28.4K 0.13% 57
2025
Q4 		$1.58M Hold
49,435
– – 0.1% 58
2025
Q3 		$1.34M Sell
49,435
-110
-0.2% -$3.27K 0.09% 64
2025
Q2 		$1.55M Sell
49,545
-1,100
-2% -$32.2K 0.11% 60
2025
Q1 		$1.46M Sell
50,645
-115
-0.2% -$3.76K 0.12% 63
2024
Q4 		$1.7M Sell
50,760
-1,070
-2% -$36.8K 0.12% 60
2024
Q3 		$1.63M Hold
51,830
– – 0.12% 59
2024
Q2 		$1.42M Sell
51,830
-100
-0.2% -$2.44K 0.11% 61
2024
Q1 		$1.25M Sell
51,930
-1,550
-3% -$38.1K 0.1% 66
2023
Q4 		$1.44M Sell
53,480
-785
-1% -$16.2K 0.13% 61
2023
Q3 		$934K Sell
54,265
-8,225
-13% -$149K 0.09% 66
2023
Q2 		$1.01M Sell
62,490
-10,700
-15% -$172K 0.09% 69
2023
Q1 		$1.29M Buy
+73,190
New +$1.61M 0.13% 62

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

Avalon Trust's AMAL Position: Q1 2026 in Review

Avalon Trust reduced its Amalgamated Financial (AMAL) stake by 1.5% in Q1 2026, selling an estimated $28.4K and leaving 48,685 shares worth $1.89M. The position accounts for 0.13% of the portfolio, ranked #57.

Avalon Trust first reported a position in AMAL in Q1 2023 and has held it in 13 quarters since. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

  • Avalon Trust held 48,685 shares of Amalgamated Financial worth $1.89M as of Q1 2026.
  • Avalon Trust sold 750 Amalgamated Financial shares in Q1 2026, an estimated $28.4K.
  • Amalgamated Financial made up 0.13% of Avalon Trust's portfolio in Q1 2026, its #57 holding.
  • Avalon Trust first reported a position in Amalgamated Financial in Q1 2023 and has held it in 13 quarters since.
  • 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.