Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Amalgamated Financial AMAL Stock Holding History

Cambridge Investment Research Advisors’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 		$440K Buy
11,330
+4
+0% +$152 ﹤0.01% 2917
2025
Q4 		$363K Buy
11,326
+3
+0% +$87 ﹤0.01% 3011
2025
Q3 		$307K Hold
11,323
– – ﹤0.01% 3091
2025
Q2 		$353K Hold
11,323
– – ﹤0.01% 2847
2025
Q1 		$326K Hold
11,323
– – ﹤0.01% 2782
2024
Q4 		$379K Sell
11,323
-58
-0.5% -$1.99K ﹤0.01% 2647
2024
Q3 		$357K Buy
11,381
+168
+1% +$5.09K ﹤0.01% 2692
2024
Q2 		$307K Buy
11,213
+2,231
+25% +$54.5K ﹤0.01% 2686
2024
Q1 		$216K Buy
+8,982
New +$221K ﹤0.01% 2968

Other funds holding AMAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cambridge Investment Research Advisors's AMAL Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Amalgamated Financial (AMAL) stake by 0.04% in Q1 2026, buying an estimated $152 and bringing the position to 11,330 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #2917.

Cambridge Investment Research Advisors first reported a position in AMAL in Q1 2024 and has held it in 9 quarters since. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

  • Cambridge Investment Research Advisors held 11,330 shares of Amalgamated Financial worth $440K as of Q1 2026.
  • Cambridge Investment Research Advisors bought 4 Amalgamated Financial shares in Q1 2026, an estimated $152.
  • Amalgamated Financial made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2917 holding.
  • Cambridge Investment Research Advisors first reported a position in Amalgamated Financial in Q1 2024 and has held it in 9 quarters since.
  • 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.