Creative Planning’s Amalgamated Financial AMAL Stock Holding History

Creative Planning’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 Q1	$2.59M	Buy	66,728 +8,510	+15%	+$323K	﹤0.01%	1699
2025 Q4	$1.86M	Buy	58,218 +36,213	+165%	+$1.05M	﹤0.01%	1773
2025 Q3	$597K	Sell	22,005 -6,628	-23%	-$197K	﹤0.01%	2560
2025 Q2	$893K	Buy	28,633 +2,761	+11%	+$80.9K	﹤0.01%	1959
2025 Q1	$744K	Buy	25,872 +9,899	+62%	+$324K	﹤0.01%	1961
2024 Q4	$535K	Buy	15,973 +1,817	+13%	+$62.4K	﹤0.01%	2155
2024 Q3	$444K	Buy	14,156 +2,812	+25%	+$85.3K	﹤0.01%	2209
2024 Q2	$311K	Buy	+11,344	New	+$277K	﹤0.01%	2311
2024 Q1	–	Sell	-11,688	Closed	-$315K	–	2921
2023 Q4	$315K	Buy	+11,688	New	+$240K	﹤0.01%	2056

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Creative Planning's AMAL Position: Q1 2026 in Review

Creative Planning increased its Amalgamated Financial (AMAL) stake by 15% in Q1 2026, buying an estimated $323K and bringing the position to 66,728 shares worth $2.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1699.

Creative Planning first reported a position in AMAL in Q4 2023 and has held it in 9 quarters since. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

Creative Planning held 66,728 shares of Amalgamated Financial worth $2.59M as of Q1 2026.
Creative Planning bought 8,510 Amalgamated Financial shares in Q1 2026, an estimated $323K.
Amalgamated Financial made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1699 holding.
Creative Planning first reported a position in Amalgamated Financial in Q4 2023 and has held it in 9 quarters since.
176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.