Charles Schwab’s Amalgamated Financial AMAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.72M | Sell |
168,284
-8,467
| -5% | -$357K | ﹤0.01% | 2277 |
|
|
2026
Q1 | $6.87M | Sell |
176,751
-6,182
| -3% | -$234K | ﹤0.01% | 2261 |
|
|
2025
Q4 | $5.86M | Sell |
182,933
-3,037
| -2% | -$88.3K | ﹤0.01% | 2376 |
|
|
2025
Q3 | $5.05M | Buy |
185,970
+6,501
| +4% | +$193K | ﹤0.01% | 2438 |
|
|
2025
Q2 | $5.6M | Sell |
179,469
-59,434
| -25% | -$1.74M | ﹤0.01% | 2288 |
|
|
2025
Q1 | $6.87M | Sell |
238,903
-3,628
| -1% | -$119K | ﹤0.01% | 2134 |
|
|
2024
Q4 | $8.12M | Buy |
242,531
+80,484
| +50% | +$2.76M | ﹤0.01% | 2105 |
|
|
2024
Q3 | $5.08M | Buy |
162,047
+111,357
| +220% | +$3.38M | ﹤0.01% | 2371 |
|
|
2024
Q2 | $1.39M | Buy |
50,690
+3,539
| +8% | +$86.4K | ﹤0.01% | 2816 |
|
|
2024
Q1 | $1.13M | Sell |
47,151
-1,233
| -3% | -$30.3K | ﹤0.01% | 2757 |
|
|
2023
Q4 | $1.3M | Sell |
48,384
-1,100
| -2% | -$22.6K | ﹤0.01% | 2755 |
|
|
2023
Q3 | $852K | Buy |
49,484
+1,531
| +3% | +$27.7K | ﹤0.01% | 2853 |
|
|
2023
Q2 | $772K | Buy |
47,953
+235
| +0.5% | +$3.77K | ﹤0.01% | 2860 |
|
|
2023
Q1 | $844K | Buy |
47,718
+662
| +1% | +$14.6K | ﹤0.01% | 2792 |
|
|
2022
Q4 | $1.08M | Buy |
47,056
+8,663
| +23% | +$210K | ﹤0.01% | 2750 |
|
|
2022
Q3 | $866K | Buy |
38,393
+28
| +0.1% | +$628 | ﹤0.01% | 2832 |
|
|
2022
Q2 | $759K | Buy |
38,365
+19
| +0% | +$367 | ﹤0.01% | 2899 |
|
|
2022
Q1 | $690K | Buy |
38,346
+980
| +3% | +$16.7K | ﹤0.01% | 2994 |
|
|
2021
Q4 | $627K | Sell |
37,366
-38,495
| -51% | -$670K | ﹤0.01% | 3080 |
|
|
2021
Q3 | $1.2M | Sell |
75,861
-46,592
| -38% | -$713K | ﹤0.01% | 2808 |
|
|
2021
Q2 | $1.91M | Hold |
122,453
| – | – | ﹤0.01% | 2731 |
|
|
2021
Q1 | $2.03M | Buy |
122,453
+1,879
| +2% | +$30.5K | ﹤0.01% | 2658 |
|
|
2020
Q4 | $1.66M | Buy |
120,574
+3,866
| +3% | +$49.2K | ﹤0.01% | 2648 |
|
|
2020
Q3 | $1.24M | Buy |
116,708
+6,516
| +6% | +$76.1K | ﹤0.01% | 2627 |
|
|
2020
Q2 | $1.39M | Buy |
110,192
+32,486
| +42% | +$344K | ﹤0.01% | 2543 |
|
|
2020
Q1 | $841K | Buy |
77,706
+15,418
| +25% | +$247K | ﹤0.01% | 2538 |
|
|
2019
Q4 | $1.21M | Sell |
62,288
-1,687
| -3% | -$31.1K | ﹤0.01% | 2541 |
|
|
2019
Q3 | $1.02M | Buy |
63,975
+32,351
| +102% | +$528K | ﹤0.01% | 2561 |
|
|
2019
Q2 | $552K | Buy |
31,624
+5,754
| +22% | +$96.3K | ﹤0.01% | 2764 |
|
|
2019
Q1 | $405K | Hold |
25,870
| – | – | ﹤0.01% | 2836 |
|
|
2018
Q4 | $505K | Buy |
25,870
+7,270
| +39% | +$143K | ﹤0.01% | 2768 |
|
|
2018
Q3 | $359K | Buy |
+18,600
| New | +$333K | ﹤0.01% | 2954 |
|
Other funds holding AMAL
NAMI
Charles Schwab's AMAL Position: Q2 2026 in Review
Charles Schwab reduced its Amalgamated Financial (AMAL) stake by 4.8% in Q2 2026, selling an estimated $357K and leaving 168,284 shares worth $7.72M. The position accounts for ﹤0.01% of the portfolio, ranked #2277.
Charles Schwab first reported a position in AMAL in Q3 2018 and has held it in 32 quarters since. The position peaked at $8.12M in Q4 2024. 197 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.
- Charles Schwab held 168,284 shares of Amalgamated Financial worth $7.72M as of Q2 2026.
- Charles Schwab sold 8,467 Amalgamated Financial shares in Q2 2026, an estimated $357K.
- Amalgamated Financial made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2277 holding.
- Charles Schwab first reported a position in Amalgamated Financial in Q3 2018 and has held it in 32 quarters since.
- Charles Schwab's Amalgamated Financial position peaked at $8.12M in Q4 2024.
- 197 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.