Cornercap Investment Counsel’s Amalgamated Financial AMAL Stock Holding History

Cornercap Investment Counsel’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
2025 Q1	–	Sell	-10,708	Closed	-$358K	–	168
2024 Q4	$358K	Hold	10,708	–	–	0.12%	307
2024 Q3	$336K	Sell	10,708 -10,905	-50%	-$331K	0.1%	334
2024 Q2	$592K	Sell	21,613 -195	-0.9%	-$4.76K	0.1%	355
2024 Q1	$523K	Buy	+21,808	New	+$536K	0.08%	435
2023 Q1	–	Sell	-20,548	Closed	-$473K	–	560
2022 Q4	$473K	Buy	+20,548	New	+$498K	0.08%	414
2022 Q3	–	Sell	-31,733	Closed	-$628K	–	550
2022 Q2	$628K	Hold	31,733	–	–	0.11%	356
2022 Q1	$570K	Buy	31,733 +1,881	+6%	+$32.1K	0.06%	427
2021 Q4	$501K	Buy	+29,852	New	+$520K	0.07%	454
2021 Q3	–	Sell	-38,003	Closed	-$594K	–	538
2021 Q2	$594K	Buy	38,003 +4,994	+15%	+$80.9K	0.07%	432
2021 Q1	$548K	Buy	+33,009	New	+$535K	0.06%	460

Other funds holding AMAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Cornercap Investment Counsel's AMAL Position: Q1 2025 in Review

Cornercap Investment Counsel sold out of Amalgamated Financial (AMAL) in Q1 2025, closing a stake of 10,708 shares — an estimated $358K sold.

Cornercap Investment Counsel first reported a position in AMAL in Q1 2021 and held it in 10 quarters. The position peaked at $628K in Q2 2022. 185 funds tracked by Wall St. Rank hold AMAL as of Q1 2025.

Cornercap Investment Counsel reported no remaining Amalgamated Financial position as of Q1 2025 after selling out during the quarter.
Cornercap Investment Counsel sold 10,708 Amalgamated Financial shares in Q1 2025, an estimated $358K.
Cornercap Investment Counsel first reported a position in Amalgamated Financial in Q1 2021 and held it in 10 quarters.
Cornercap Investment Counsel's Amalgamated Financial position peaked at $628K in Q2 2022.
185 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2025.

Based on Cornercap Investment Counsel's 13F filing for Q1 2025, filed 2 May 2025.