Bessemer Group’s Amalgamated Financial AMAL Stock Holding History

Bessemer Group’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	$5.84M	Buy	150,263 +47,770	+47%	+$1.81M	0.01%	436
2025 Q4	$3.28M	Buy	102,493 +102,438	+186,251%	+$2.98M	0.01%	594
2025 Q3	$1K	Hold	55	–	–	﹤0.01%	2377
2025 Q2	$2K	Hold	55	–	–	﹤0.01%	2171
2025 Q1	$2K	Sell	55 -5	-8%	-$164	﹤0.01%	2200
2024 Q4	$2K	Hold	60	–	–	﹤0.01%	2180
2024 Q3	$2K	Buy	+60	New	+$1.82K	﹤0.01%	2156
2020 Q3	–	Sell	-48,500	Closed	-$613K	–	1343
2020 Q2	$613K	Hold	48,500	–	–	﹤0.01%	918
2020 Q1	$525K	Buy	48,500 +39,800	+457%	+$638K	﹤0.01%	763
2019 Q4	$169K	Buy	+8,700	New	+$160K	﹤0.01%	1103

Other funds holding AMAL

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Bessemer Group's AMAL Position: Q1 2026 in Review

Bessemer Group increased its Amalgamated Financial (AMAL) stake by 47% in Q1 2026, buying an estimated $1.81M and bringing the position to 150,263 shares worth $5.84M. The position accounts for 0.01% of the portfolio, ranked #436.

Bessemer Group first reported a position in AMAL in Q4 2019 and has held it in 10 quarters since. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

Bessemer Group held 150,263 shares of Amalgamated Financial worth $5.84M as of Q1 2026.
Bessemer Group bought 47,770 Amalgamated Financial shares in Q1 2026, an estimated $1.81M.
Amalgamated Financial made up 0.01% of Bessemer Group's portfolio in Q1 2026, its #436 holding.
Bessemer Group first reported a position in Amalgamated Financial in Q4 2019 and has held it in 10 quarters since.
176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.