CIBC Private Wealth Group’s Amalgamated Financial AMAL Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$6.2K	Sell	194 -315	-62%	-$9.16K	﹤0.01%	2575
2025 Q3	$13.8K	Sell	509 -244	-32%	-$7.25K	﹤0.01%	2277
2025 Q2	$23.5K	Buy	753 +307	+69%	+$8.99K	﹤0.01%	1956
2025 Q1	$11.5K	Hold	446	–	–	﹤0.01%	2192
2024 Q4	$14.9K	Sell	446 -24	-5%	-$824	﹤0.01%	2148
2024 Q3	$14.8K	Hold	470	–	–	﹤0.01%	2282
2024 Q2	$12.3K	Sell	470 -377	-45%	-$9.2K	﹤0.01%	2218
2024 Q1	$19.6K	Buy	+847	New	+$20.8K	﹤0.01%	2054

Other funds holding AMAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

CIBC Private Wealth Group's AMAL Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Amalgamated Financial (AMAL) stake by 62% in Q4 2025, selling an estimated $9.16K and leaving 194 shares worth $6.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2575.

CIBC Private Wealth Group first reported a position in AMAL in Q1 2024 and has held it in 8 quarters since. The position peaked at $23.5K in Q2 2025. 173 funds tracked by Wall St. Rank hold AMAL as of Q4 2025.

CIBC Private Wealth Group held 194 shares of Amalgamated Financial worth $6.2K as of Q4 2025.
CIBC Private Wealth Group sold 315 Amalgamated Financial shares in Q4 2025, an estimated $9.16K.
Amalgamated Financial made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2575 holding.
CIBC Private Wealth Group first reported a position in Amalgamated Financial in Q1 2024 and has held it in 8 quarters since.
CIBC Private Wealth Group's Amalgamated Financial position peaked at $23.5K in Q2 2025.
173 funds tracked by Wall St. Rank held Amalgamated Financial as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.