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Cliff Asness’s Amalgamated Financial AMAL Stock Holding History

Cliff Asness’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 		$5.4M Buy
117,610
+1,248
+1% +$52.6K ﹤0.01% 1947
2026
Q1 		$4.52M Buy
116,362
+26,536
+30% +$1.01M ﹤0.01% 1816
2025
Q4 		$2.88M Buy
89,826
+9,406
+12% +$274K ﹤0.01% 1906
2025
Q3 		$2.18M Sell
80,420
-4,888
-6% -$145K ﹤0.01% 1927
2025
Q2 		$2.66M Sell
85,308
-40,358
-32% -$1.18M ﹤0.01% 1613
2025
Q1 		$3.61M Sell
125,666
-22,283
-15% -$729K ﹤0.01% 1293
2024
Q4 		$4.95M Buy
147,949
+54,692
+59% +$1.88M 0.01% 1108
2024
Q3 		$2.93M Buy
93,257
+9,976
+12% +$302K ﹤0.01% 1314
2024
Q2 		$2.28M Sell
83,281
-11,205
-12% -$274K ﹤0.01% 1404
2024
Q1 		$2.27M Buy
94,486
+63,120
+201% +$1.55M ﹤0.01% 1357
2023
Q4 		$845K Sell
31,366
-122,443
-80% -$2.52M ﹤0.01% 1663
2023
Q3 		$2.65M Sell
153,809
-3,262
-2% -$59K 0.01% 1202
2023
Q2 		$2.53M Sell
157,071
-10,902
-6% -$175K 0.01% 1176
2023
Q1 		$2.97M Buy
167,973
+104,188
+163% +$2.29M 0.01% 1097
2022
Q4 		$1.47M Buy
+63,785
New +$1.55M ﹤0.01% 1393
2022
Q1 		– Sell
-12,618
Closed -$212K – 2209
2021
Q4 		$212K Hold
12,618
– – ﹤0.01% 2077
2021
Q3 		$200K Buy
+12,618
New +$193K ﹤0.01% 2153

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

Cliff Asness's AMAL Position: Q2 2026 in Review

Cliff Asness increased its Amalgamated Financial (AMAL) stake by 1.1% in Q2 2026, buying an estimated $52.6K and bringing the position to 117,610 shares worth $5.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1947.

Cliff Asness first reported a position in AMAL in Q3 2021 and has held it in 17 quarters since. 195 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

  • Cliff Asness held 117,610 shares of Amalgamated Financial worth $5.4M as of Q2 2026.
  • Cliff Asness bought 1,248 Amalgamated Financial shares in Q2 2026, an estimated $52.6K.
  • Amalgamated Financial made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #1947 holding.
  • Cliff Asness first reported a position in Amalgamated Financial in Q3 2021 and has held it in 17 quarters since.
  • 195 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.