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Ballentine Partners’s Amalgamated Financial AMAL Stock Holding History

Ballentine Partners’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 		$1.19M Buy
25,830
+449
+2% +$18.9K 0.01% 332
2026
Q1 		$987K Buy
25,381
+1,167
+5% +$44.3K 0.01% 355
2025
Q4 		$776K Buy
24,214
+3,058
+14% +$89K 0.01% 379
2025
Q3 		$574K Sell
21,156
-79
-0.4% -$2.35K 0.01% 455
2025
Q2 		$663K Buy
21,235
+7,502
+55% +$220K 0.01% 402
2025
Q1 		$395K Sell
13,733
-2,979
-18% -$97.5K 0.01% 525
2024
Q4 		$559K Buy
16,712
+2,283
+16% +$78.4K 0.01% 400
2024
Q3 		$453K Buy
+14,429
New +$437K 0.01% 442

Other funds holding AMAL

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Ballentine Partners's AMAL Position: Q2 2026 in Review

Ballentine Partners increased its Amalgamated Financial (AMAL) stake by 1.8% in Q2 2026, buying an estimated $18.9K and bringing the position to 25,830 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #332.

Ballentine Partners first reported a position in AMAL in Q3 2024 and has held it in 8 quarters since. 7 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

  • Ballentine Partners held 25,830 shares of Amalgamated Financial worth $1.19M as of Q2 2026.
  • Ballentine Partners bought 449 Amalgamated Financial shares in Q2 2026, an estimated $18.9K.
  • Amalgamated Financial made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #332 holding.
  • Ballentine Partners first reported a position in Amalgamated Financial in Q3 2024 and has held it in 8 quarters since.
  • 7 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.