CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Amalgamated Financial AMAL Stock Holding History

CAPTRUST Financial 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 		$264K Buy
6,798
+177
+3% +$6.71K ﹤0.01% 2473
2025
Q4 		$212K Buy
+6,621
New +$193K ﹤0.01% 2491
2021
Q1 		– Sell
-43
Closed -$1K – 4365
2020
Q4 		$1K Buy
+43
New +$547 ﹤0.01% 3216

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

CAPTRUST Financial Advisors's AMAL Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Amalgamated Financial (AMAL) stake by 2.7% in Q1 2026, buying an estimated $6.71K and bringing the position to 6,798 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #2473.

CAPTRUST Financial Advisors first reported a position in AMAL in Q4 2020 and has held it in 3 quarters since. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

  • CAPTRUST Financial Advisors held 6,798 shares of Amalgamated Financial worth $264K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 177 Amalgamated Financial shares in Q1 2026, an estimated $6.71K.
  • Amalgamated Financial made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2473 holding.
  • CAPTRUST Financial Advisors first reported a position in Amalgamated Financial in Q4 2020 and has held it in 3 quarters since.
  • 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.