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 Q3	$7.15M	Hold	150,263	–	–	0.01%	471
2026 Q2	$6.9M	Hold	150,263	–	–	0.01%	484
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%	917
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

NIA Impact Advisors Berkeley, California $232M AUM 31.81% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Arjuna Capital Durham, North Carolina $448M AUM 32.85% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Bessemer Group's AMAL Position: Q3 2026 in Review

Bessemer Group held its Amalgamated Financial (AMAL) position steady in Q3 2026 at 150,263 shares worth $7.15M. The position accounts for 0.01% of the portfolio, ranked #471.

Bessemer Group first reported a position in AMAL in Q4 2019 and has held it in 12 quarters since. 101 funds tracked by Wall St. Rank hold AMAL as of Q3 2026.

Bessemer Group held 150,263 shares of Amalgamated Financial worth $7.15M as of Q3 2026.
Bessemer Group left its Amalgamated Financial share count unchanged in Q3 2026.
Amalgamated Financial made up 0.01% of Bessemer Group's portfolio in Q3 2026, its #471 holding.
Bessemer Group first reported a position in Amalgamated Financial in Q4 2019 and has held it in 12 quarters since.
101 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2026.

Based on Bessemer Group's 13F filing for Q3 2026, filed 9 Nov 2026.