Congress Asset Management’s Amalgamated Financial AMAL Stock Holding History

Congress Asset Management’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 Q3	$11.9M	Buy	250,093 +45,855	+22%	+$2.21M	0.08%	209
2026 Q2	$9.37M	Buy	204,238 +30,653	+18%	+$1.29M	0.06%	218
2026 Q1	$6.75M	Buy	173,585 +24,642	+17%	+$934K	0.05%	236
2025 Q4	$4.77M	Sell	148,943 -9,631	-6%	-$280K	0.03%	239
2025 Q3	$4.31M	Sell	158,574 -615	-0.4%	-$18.3K	0.03%	239
2025 Q2	$4.97M	Buy	159,189 +205	+0.1%	+$6.01K	0.03%	231
2025 Q1	$4.57M	Sell	158,984 -540	-0.3%	-$17.7K	0.03%	232
2024 Q4	$5.34M	Buy	+159,524	New	+$5.48M	0.04%	233

Other funds holding AMAL

Harrington Investments Napa, California $209M AUM 29.65% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

DSC

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Congress Asset Management's AMAL Position: Q3 2026 in Review

Congress Asset Management increased its Amalgamated Financial (AMAL) stake by 22% in Q3 2026, buying an estimated $2.21M and bringing the position to 250,093 shares worth $11.9M. The position accounts for 0.08% of the portfolio, ranked #209.

Congress Asset Management first reported a position in AMAL in Q4 2024 and has held it in 8 quarters since. 18 funds tracked by Wall St. Rank hold AMAL as of Q3 2026.

Congress Asset Management held 250,093 shares of Amalgamated Financial worth $11.9M as of Q3 2026.
Congress Asset Management bought 45,855 Amalgamated Financial shares in Q3 2026, an estimated $2.21M.
Amalgamated Financial made up 0.08% of Congress Asset Management's portfolio in Q3 2026, its #209 holding.
Congress Asset Management first reported a position in Amalgamated Financial in Q4 2024 and has held it in 8 quarters since.
18 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.