Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Amalgamated Financial AMAL Stock Holding History

Carson Wealth (CWM LLC)’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 		$82.6K Buy
2,124
+244
+13% +$9.25K ﹤0.01% 3427
2025
Q4 		$60K Buy
1,880
+549
+41% +$16K ﹤0.01% 3455
2025
Q3 		$36K Sell
1,331
-492
-27% -$14.6K ﹤0.01% 3759
2025
Q2 		$57K Sell
1,823
-1,284
-41% -$37.6K ﹤0.01% 3166
2025
Q1 		$89K Sell
3,107
-641
-17% -$21K ﹤0.01% 2508
2024
Q4 		$125K Buy
3,748
+1,334
+55% +$45.8K ﹤0.01% 2130
2024
Q3 		$76K Buy
2,414
+1,034
+75% +$31.3K ﹤0.01% 2365
2024
Q2 		$38K Buy
1,380
+1,203
+680% +$29.4K ﹤0.01% 2648
2024
Q1 		$4K Buy
+177
New +$4.35K ﹤0.01% 3723

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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Carson Wealth (CWM LLC)'s AMAL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Amalgamated Financial (AMAL) stake by 13% in Q1 2026, buying an estimated $9.25K and bringing the position to 2,124 shares worth $82.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3427.

Carson Wealth (CWM LLC) first reported a position in AMAL in Q1 2024 and has held it in 9 quarters since. The position peaked at $125K in Q4 2024. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,124 shares of Amalgamated Financial worth $82.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 244 Amalgamated Financial shares in Q1 2026, an estimated $9.25K.
  • Amalgamated Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3427 holding.
  • Carson Wealth (CWM LLC) first reported a position in Amalgamated Financial in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Amalgamated Financial position peaked at $125K in Q4 2024.
  • 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.