COMPASS FINANCIAL MANAGEMENT LLC’s Amalgamated Financial AMAL Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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 Q2	$59.3K	Buy	+1,190	New	+$50.2K	0.01%	658

Other funds holding AMAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's AMAL Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Amalgamated Financial (AMAL) in Q2 2026: 1,190 shares worth $59.3K. The stake represents 0.01% of the portfolio and ranks #658 among its holdings.

122 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 1,190 shares of Amalgamated Financial worth $59.3K as of Q2 2026.
Amalgamated Financial was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Amalgamated Financial made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #658 holding.
122 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.