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Blue Trust Inc’s Amalgamated Financial AMAL Stock Holding History

Blue Trust Inc’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 		– Sell
-125
Closed -$4.86K – 2454
2026
Q1 		$4.86K Hold
125
– – ﹤0.01% 1989
2025
Q4 		$4K Buy
+125
New +$3.64K ﹤0.01% 2034

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Blue Trust Inc's AMAL Position: Q2 2026 in Review

Blue Trust Inc sold out of Amalgamated Financial (AMAL) in Q2 2026, closing a stake of 125 shares — an estimated $4.86K sold.

Blue Trust Inc first reported a position in AMAL in Q4 2025 and held it in 2 quarters. The position peaked at $4.86K in Q1 2026. 197 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

  • Blue Trust Inc reported no remaining Amalgamated Financial position as of Q2 2026 after selling out during the quarter.
  • Blue Trust Inc sold 125 Amalgamated Financial shares in Q2 2026, an estimated $4.86K.
  • Blue Trust Inc first reported a position in Amalgamated Financial in Q4 2025 and held it in 2 quarters.
  • Blue Trust Inc's Amalgamated Financial position peaked at $4.86K in Q1 2026.
  • 197 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.