CoreCap Advisors
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CoreCap Advisors’s Amalgamated Financial AMAL Stock Holding History

CoreCap 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
Q3 		$15.7K Buy
+329
New +$15.9K ﹤0.01% 1903
2025
Q2 		– Sell
-60
Closed -$1.72K – 2774
2025
Q1 		$1.72K Buy
+60
New +$1.96K ﹤0.01% 2399

Other funds holding AMAL

Congress Asset Management
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Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Harrington Investments
Harrington Investments Napa, California $209M AUM 29.65% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Andrew Hill Investment Advisors
Andrew Hill Investment Advisors Naples, Florida $127M AUM 39.35% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

CoreCap Advisors's AMAL Position: Q3 2026 in Review

CoreCap Advisors opened a new position in Amalgamated Financial (AMAL) in Q3 2026: 329 shares worth $15.7K. The stake represents ﹤0.01% of the portfolio and ranks #1903 among its holdings. This is a return to the name: CoreCap Advisors previously reported a position in AMAL as recently as Q1 2025.

CoreCap Advisors first reported a position in AMAL in Q1 2025 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold AMAL as of Q3 2026.

  • CoreCap Advisors held 329 shares of Amalgamated Financial worth $15.7K as of Q3 2026.
  • Amalgamated Financial was a new CoreCap Advisors position in Q3 2026.
  • Amalgamated Financial made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1903 holding.
  • CoreCap Advisors first reported a position in Amalgamated Financial in Q1 2025 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.