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AMAL icon

Covestor’s Amalgamated Financial AMAL Stock Holding History

Covestor’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 		$1K Sell
14
-264
-95% -$11.1K ﹤0.01% 2026
2026
Q1 		$10K Sell
278
-21
-7% -$796 0.01% 1375
2025
Q4 		$10K Buy
299
+4
+1% +$116 0.01% 1553
2025
Q3 		$8K Buy
295
+245
+490% +$7.28K ﹤0.01% 1702
2025
Q2 		$2K Sell
50
-289
-85% -$8.47K ﹤0.01% 1817
2025
Q1 		$9K Buy
339
+130
+62% +$4.25K 0.01% 1534
2024
Q4 		$7K Buy
209
+193
+1,206% +$6.63K ﹤0.01% 1658
2024
Q3 		$1K Sell
16
-2
-11% -$61 ﹤0.01% 1880
2024
Q2 		$1K Buy
18
+1
+6% +$24 ﹤0.01% 1914
2024
Q1 		$0 Sell
17
-32
-65% -$786 ﹤0.01% 2193
2023
Q4 		$1K Sell
49
-23
-32% -$473 ﹤0.01% 1914
2023
Q3 		$1K Buy
72
+37
+106% +$670 ﹤0.01% 1876
2023
Q2 		$1K Buy
35
+26
+289% +$418 ﹤0.01% 1895
2023
Q1 		$0 Buy
9
+7
+350% +$154 ﹤0.01% 1967
2022
Q4 		$0 Buy
+2
New +$48 ﹤0.01% 2011

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
NIA
NIA Impact Advisors Berkeley, California $241M AUM 44.09% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Covestor's AMAL Position: Q2 2026 in Review

Covestor reduced its Amalgamated Financial (AMAL) stake by 95% in Q2 2026, selling an estimated $11.1K and leaving 14 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2026.

Covestor first reported a position in AMAL in Q4 2022 and has held it in 15 quarters since. The position peaked at $10K in Q1 2026. 83 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

  • Covestor held 14 shares of Amalgamated Financial worth $1K as of Q2 2026.
  • Covestor sold 264 Amalgamated Financial shares in Q2 2026, an estimated $11.1K.
  • Amalgamated Financial made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2026 holding.
  • Covestor first reported a position in Amalgamated Financial in Q4 2022 and has held it in 15 quarters since.
  • Covestor's Amalgamated Financial position peaked at $10K in Q1 2026.
  • 83 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.