Bailard’s Amalgamated Financial AMAL Stock Holding History

Bailard’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	–	Sell	-16,303	Closed	-$522K	–	745
2025 Q4	$522K	Buy	16,303 +7,000	+75%	+$204K	0.01%	462
2025 Q3	$253K	Sell	9,303 -5,200	-36%	-$155K	0.01%	679
2025 Q2	$452K	Sell	14,503 -13,500	-48%	-$395K	0.01%	514
2025 Q1	$805K	Hold	28,003	–	–	0.02%	341
2024 Q4	$937K	Hold	28,003	–	–	0.02%	305
2024 Q3	$878K	Hold	28,003	–	–	0.02%	329
2024 Q2	$767K	Hold	28,003	–	–	0.02%	340
2024 Q1	$672K	Hold	28,003	–	–	0.02%	397
2023 Q4	$754K	Buy	+28,003	New	+$576K	0.02%	345

Other funds holding AMAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bailard's AMAL Position: Q1 2026 in Review

Bailard sold out of Amalgamated Financial (AMAL) in Q1 2026, closing a stake of 16,303 shares — an estimated $522K sold.

Bailard first reported a position in AMAL in Q4 2023 and held it in 9 quarters. The position peaked at $937K in Q4 2024. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

Bailard reported no remaining Amalgamated Financial position as of Q1 2026 after selling out during the quarter.
Bailard sold 16,303 Amalgamated Financial shares in Q1 2026, an estimated $522K.
Bailard first reported a position in Amalgamated Financial in Q4 2023 and held it in 9 quarters.
Bailard's Amalgamated Financial position peaked at $937K in Q4 2024.
176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.