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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
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

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Congress Asset Management's AMAL Position: Q2 2026 in Review

Congress Asset Management increased its Amalgamated Financial (AMAL) stake by 18% in Q2 2026, buying an estimated $1.29M and bringing the position to 204,238 shares worth $9.37M. The position accounts for 0.06% of the portfolio, ranked #218.

Congress Asset Management first reported a position in AMAL in Q4 2024 and has held it in 7 quarters since. 7 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

  • Congress Asset Management held 204,238 shares of Amalgamated Financial worth $9.37M as of Q2 2026.
  • Congress Asset Management bought 30,653 Amalgamated Financial shares in Q2 2026, an estimated $1.29M.
  • Amalgamated Financial made up 0.06% of Congress Asset Management's portfolio in Q2 2026, its #218 holding.
  • Congress Asset Management first reported a position in Amalgamated Financial in Q4 2024 and has held it in 7 quarters since.
  • 7 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.