Caldwell Sutter Capital’s Amalgamated Financial AMAL Stock Holding History

Caldwell Sutter Capital’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	$286K	Hold	7,345	–	–	0.12%	174
2025 Q4	$235K	Hold	7,345	–	–	0.1%	193
2025 Q3	$199K	Hold	7,345	–	–	0.09%	209
2025 Q2	$229K	Hold	7,345	–	–	0.1%	181
2025 Q1	$211K	Hold	7,345	–	–	0.1%	188
2024 Q4	$246K	Hold	7,345	–	–	0.11%	175
2024 Q3	$230K	Hold	7,345	–	–	0.11%	183
2024 Q2	$201K	Hold	7,345	–	–	0.1%	199
2024 Q1	$176K	Hold	7,345	–	–	0.08%	218
2023 Q4	$198K	Hold	7,345	–	–	0.1%	189
2023 Q3	$126K	Hold	7,345	–	–	0.07%	227
2023 Q2	$118K	Hold	7,345	–	–	0.06%	236
2023 Q1	$130K	Hold	7,345	–	–	0.09%	167
2022 Q4	$169K	Buy	+7,345	New	+$178K	0.15%	116

Other funds holding AMAL

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Caldwell Sutter Capital's AMAL Position: Q1 2026 in Review

Caldwell Sutter Capital held its Amalgamated Financial (AMAL) position steady in Q1 2026 at 7,345 shares worth $286K. The position accounts for 0.12% of the portfolio, ranked #174.

Caldwell Sutter Capital first reported a position in AMAL in Q4 2022 and has held it in 14 quarters since. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

Caldwell Sutter Capital held 7,345 shares of Amalgamated Financial worth $286K as of Q1 2026.
Caldwell Sutter Capital left its Amalgamated Financial share count unchanged in Q1 2026.
Amalgamated Financial made up 0.12% of Caldwell Sutter Capital's portfolio in Q1 2026, its #174 holding.
Caldwell Sutter Capital first reported a position in Amalgamated Financial in Q4 2022 and has held it in 14 quarters since.
176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.