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Clearstead Advisors’s Amalgamated Financial AMAL Stock Holding History

Clearstead Advisors’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 		$597 Buy
+13
New +$548 ﹤0.01% 2870

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Clearstead Advisors's AMAL Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Amalgamated Financial (AMAL) in Q2 2026: 13 shares worth $597. The stake represents ﹤0.01% of the portfolio and ranks #2870 among its holdings.

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

  • Clearstead Advisors held 13 shares of Amalgamated Financial worth $597 as of Q2 2026.
  • Amalgamated Financial was a new Clearstead Advisors position in Q2 2026.
  • Amalgamated Financial made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2870 holding.
  • 197 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.