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 $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return