Bank of Montreal
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Bank of Montreal’s Amalgamated Financial AMAL Stock Holding History

Bank of Montreal’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 		$897K Buy
23,078
+2,271
+11% +$86.1K ﹤0.01% 2089
2025
Q4 		$666K Buy
20,807
+674
+3% +$19.6K ﹤0.01% 2175
2025
Q3 		$547K Hold
20,133
– – ﹤0.01% 2226
2025
Q2 		$628K Buy
20,133
+3,621
+22% +$106K ﹤0.01% 2146
2025
Q1 		$475K Buy
16,512
+947
+6% +$31K ﹤0.01% 2233
2024
Q4 		$521K Hold
15,565
– – ﹤0.01% 2209
2024
Q3 		$478K Buy
15,565
+1,855
+14% +$56.2K ﹤0.01% 2449
2024
Q2 		$378K Buy
+13,710
New +$335K ﹤0.01% 2592
2023
Q3 		– Sell
-19,305
Closed -$329K – 3783
2023
Q2 		$329K Buy
+19,305
New +$310K ﹤0.01% 2880
2021
Q4 		– Sell
-76,523
Closed -$1.19M – 3477
2021
Q3 		$1.19M Sell
76,523
-4,237
-5% -$64.8K ﹤0.01% 2375
2021
Q2 		$1.32M Buy
80,760
+21,680
+37% +$351K ﹤0.01% 2315
2021
Q1 		$1.02M Buy
59,080
+2,803
+5% +$45.4K ﹤0.01% 2173
2020
Q4 		$837K Buy
56,277
+957
+2% +$12.2K ﹤0.01% 2359
2020
Q3 		$682K Sell
55,320
-4,598
-8% -$53.7K ﹤0.01% 2174
2020
Q2 		$647K Buy
+59,918
New +$635K ﹤0.01% 2134
2020
Q1 		– Sell
-2,338
Closed -$45K – 4069
2019
Q4 		$45K Buy
2,338
+546
+30% +$10.1K ﹤0.01% 3884
2019
Q3 		$28K Buy
1,792
+39
+2% +$637 ﹤0.01% 3891
2019
Q2 		$30K Buy
+1,753
New +$29.3K ﹤0.01% 3929
2019
Q1 		– Sell
-166
Closed -$3K – 4285
2018
Q4 		$3K Buy
166
+98
+144% +$1.92K ﹤0.01% 4219
2018
Q3 		$1K Buy
+68
New +$1.22K ﹤0.01% 4479

Other funds holding AMAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $3.37T AUM 44.26% 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

Bank of Montreal's AMAL Position: Q1 2026 in Review

Bank of Montreal increased its Amalgamated Financial (AMAL) stake by 11% in Q1 2026, buying an estimated $86.1K and bringing the position to 23,078 shares worth $897K. The position accounts for ﹤0.01% of the portfolio, ranked #2089.

Bank of Montreal first reported a position in AMAL in Q3 2018 and has held it in 20 quarters since. The position peaked at $1.32M in Q2 2021. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

  • Bank of Montreal held 23,078 shares of Amalgamated Financial worth $897K as of Q1 2026.
  • Bank of Montreal bought 2,271 Amalgamated Financial shares in Q1 2026, an estimated $86.1K.
  • Amalgamated Financial made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2089 holding.
  • Bank of Montreal first reported a position in Amalgamated Financial in Q3 2018 and has held it in 20 quarters since.
  • Bank of Montreal's Amalgamated Financial position peaked at $1.32M in Q2 2021.
  • 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.