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Clean Yield Group’s Amalgamated Financial AMAL Stock Holding History

Clean Yield 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
2026
Q1 		$2.86M Sell
73,548
-18,973
-21% -$719K 0.8% 46
2025
Q4 		$2.96M Sell
92,521
-7,806
-8% -$227K 0.82% 42
2025
Q3 		$2.72M Sell
100,327
-3,567
-3% -$106K 0.77% 44
2025
Q2 		$3.24M Sell
103,894
-10,426
-9% -$305K 0.97% 37
2025
Q1 		$3.29M Sell
114,320
-5,045
-4% -$165K 1.07% 34
2024
Q4 		$4M Sell
119,365
-4,754
-4% -$163K 1.27% 24
2024
Q3 		$3.89M Sell
124,119
-20,422
-14% -$619K 1.23% 27
2024
Q2 		$3.96M Buy
144,541
+1,332
+0.9% +$32.5K 1.48% 23
2024
Q1 		$3.44M Sell
143,209
-2,255
-2% -$55.4K 1.34% 25
2023
Q4 		$3.92M Buy
145,464
+4,960
+4% +$102K 1.65% 16
2023
Q3 		$2.41M Buy
140,504
+25,590
+22% +$463K 1.07% 29
2023
Q2 		$1.85M Buy
114,914
+31,875
+38% +$512K 0.76% 40
2023
Q1 		$1.47M Buy
83,039
+6,306
+8% +$139K 0.63% 45
2022
Q4 		$1.77M Sell
76,733
-5,450
-7% -$132K 0.76% 41
2022
Q3 		$1.85M Sell
82,183
-19,167
-19% -$430K 0.86% 38
2022
Q2 		$2M Sell
101,350
-25,550
-20% -$493K 0.83% 35
2022
Q1 		$2.28M Buy
126,900
+3,600
+3% +$61.5K 0.81% 38
2021
Q4 		$2.07M Buy
123,300
+1,360
+1% +$23.7K 0.66% 46
2021
Q3 		$1.93M Buy
+121,940
New +$1.87M 0.63% 45

Other funds holding AMAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Clean Yield Group's AMAL Position: Q1 2026 in Review

Clean Yield Group reduced its Amalgamated Financial (AMAL) stake by 21% in Q1 2026, selling an estimated $719K and leaving 73,548 shares worth $2.86M. The position accounts for 0.8% of the portfolio, ranked #46.

Clean Yield Group first reported a position in AMAL in Q3 2021 and has held it in 19 quarters since. The position peaked at $4M in Q4 2024. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

  • Clean Yield Group held 73,548 shares of Amalgamated Financial worth $2.86M as of Q1 2026.
  • Clean Yield Group sold 18,973 Amalgamated Financial shares in Q1 2026, an estimated $719K.
  • Amalgamated Financial made up 0.8% of Clean Yield Group's portfolio in Q1 2026, its #46 holding.
  • Clean Yield Group first reported a position in Amalgamated Financial in Q3 2021 and has held it in 19 quarters since.
  • Clean Yield Group's Amalgamated Financial position peaked at $4M in Q4 2024.
  • 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.