Brown Advisory
AMAL icon

Brown Advisory’s Amalgamated Financial AMAL Stock Holding History

Brown Advisory’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
2025
Q1 		– Sell
-24,339
Closed -$815K – 1325
2024
Q4 		$815K Sell
24,339
-820,830
-97% -$28.2M ﹤0.01% 853
2024
Q3 		$26.5M Buy
845,169
+11,938
+1% +$362K 0.03% 293
2024
Q2 		$22.8M Sell
833,231
-2,962
-0.4% -$72.3K 0.03% 309
2024
Q1 		$20.1M Buy
836,193
+13,149
+2% +$323K 0.03% 326
2023
Q4 		$22.2M Sell
823,044
-39,831
-5% -$820K 0.03% 309
2023
Q3 		$14.9M Buy
862,875
+32,733
+4% +$592K 0.02% 349
2023
Q2 		$13.4M Sell
830,142
-63,306
-7% -$1.02M 0.02% 356
2023
Q1 		$15.8M Buy
893,448
+445
+0% +$9.79K 0.03% 341
2022
Q4 		$20.6M Sell
893,003
-44,356
-5% -$1.07M 0.04% 309
2022
Q3 		$21.1M Buy
+937,359
New +$21M 0.04% 293

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Brown Advisory's AMAL Position: Q1 2025 in Review

Brown Advisory sold out of Amalgamated Financial (AMAL) in Q1 2025, closing a stake of 24,339 shares — an estimated $815K sold.

Brown Advisory first reported a position in AMAL in Q3 2022 and held it in 10 quarters. The position peaked at $26.5M in Q3 2024. 185 funds tracked by Wall St. Rank hold AMAL as of Q1 2025.

  • Brown Advisory reported no remaining Amalgamated Financial position as of Q1 2025 after selling out during the quarter.
  • Brown Advisory sold 24,339 Amalgamated Financial shares in Q1 2025, an estimated $815K.
  • Brown Advisory first reported a position in Amalgamated Financial in Q3 2022 and held it in 10 quarters.
  • Brown Advisory's Amalgamated Financial position peaked at $26.5M in Q3 2024.
  • 185 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2025.

Based on Brown Advisory's 13F filing for Q1 2025, filed 30 Apr 2025.