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Edmond de Rothschild Holding’s Amalgamated Financial AMAL Stock Holding History

Edmond de Rothschild Holding’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 		– Sell
-52,083
Closed -$2.02M – 607
2026
Q1 		$2.02M Sell
52,083
-17,651
-25% -$669K 0.03% 234
2025
Q4 		$2.23M Sell
69,734
-3,228
-4% -$93.9K 0.03% 228
2025
Q3 		$1.98M Buy
+72,962
New +$2.17M 0.03% 239
2024
Q4 		– Sell
-20,377
Closed -$639K – 614
2024
Q3 		$639K Sell
20,377
-25,822
-56% -$783K 0.01% 312
2024
Q2 		$1.27M Sell
46,199
-5,668
-11% -$138K 0.02% 257
2024
Q1 		$1.24M Buy
51,867
+11,145
+27% +$274K 0.02% 287
2023
Q4 		$1.1M Sell
40,722
-29,278
-42% -$602K 0.02% 299
2023
Q3 		$1.21M Hold
70,000
– – 0.02% 294
2023
Q2 		$1.13M Buy
70,000
+3,000
+4% +$48.2K 0.02% 315
2023
Q1 		$1.19M Buy
67,000
+10,245
+18% +$226K 0.03% 312
2022
Q4 		$1.31M Buy
56,755
+6,755
+14% +$164K 0.03% 299
2022
Q3 		$1.13M Sell
50,000
-48,300
-49% -$1.08M 0.03% 307
2022
Q2 		$1.94M Sell
98,300
-9,200
-9% -$177K 0.05% 261
2022
Q1 		$1.93M Buy
107,500
+3,170
+3% +$54.2K 0.04% 263
2021
Q4 		$1.75M Buy
104,330
+18,810
+22% +$327K 0.04% 314
2021
Q3 		$1.35M Buy
85,520
+7,090
+9% +$108K 0.03% 332
2021
Q2 		$1.23M Buy
78,430
+27,330
+53% +$443K 0.03% 339
2021
Q1 		$848K Buy
+51,100
New +$828K 0.02% 341

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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Edmond de Rothschild Holding's AMAL Position: Q2 2026 in Review

Edmond de Rothschild Holding sold out of Amalgamated Financial (AMAL) in Q2 2026, closing a stake of 52,083 shares — an estimated $2.02M sold.

Edmond de Rothschild Holding first reported a position in AMAL in Q1 2021 and held it in 18 quarters. The position peaked at $2.23M in Q4 2025. 197 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

  • Edmond de Rothschild Holding reported no remaining Amalgamated Financial position as of Q2 2026 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 52,083 Amalgamated Financial shares in Q2 2026, an estimated $2.02M.
  • Edmond de Rothschild Holding first reported a position in Amalgamated Financial in Q1 2021 and held it in 18 quarters.
  • Edmond de Rothschild Holding's Amalgamated Financial position peaked at $2.23M in Q4 2025.
  • 197 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.