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
Q2 		$328K Buy
7,137
+339
+5% +$14.3K ﹤0.01% 2517
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 $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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
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

CAPTRUST Financial Advisors's AMAL Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Amalgamated Financial (AMAL) stake by 5% in Q2 2026, buying an estimated $14.3K and bringing the position to 7,137 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #2517.

CAPTRUST Financial Advisors first reported a position in AMAL in Q4 2020 and has held it in 4 quarters since. 197 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

  • CAPTRUST Financial Advisors held 7,137 shares of Amalgamated Financial worth $328K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 339 Amalgamated Financial shares in Q2 2026, an estimated $14.3K.
  • Amalgamated Financial made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2517 holding.
  • CAPTRUST Financial Advisors first reported a position in Amalgamated Financial in Q4 2020 and has held it in 4 quarters since.
  • 197 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.