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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Edmond de Rothschild Holding's AMAL Position: Q1 2026 in Review

Edmond de Rothschild Holding reduced its Amalgamated Financial (AMAL) stake by 25% in Q1 2026, selling an estimated $669K and leaving 52,083 shares worth $2.02M. The position accounts for 0.03% of the portfolio, ranked #234.

Edmond de Rothschild Holding first reported a position in AMAL in Q1 2021 and has held it in 18 quarters since. The position peaked at $2.23M in Q4 2025. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

  • Edmond de Rothschild Holding held 52,083 shares of Amalgamated Financial worth $2.02M as of Q1 2026.
  • Edmond de Rothschild Holding sold 17,651 Amalgamated Financial shares in Q1 2026, an estimated $669K.
  • Amalgamated Financial made up 0.03% of Edmond de Rothschild Holding's portfolio in Q1 2026, its #234 holding.
  • Edmond de Rothschild Holding first reported a position in Amalgamated Financial in Q1 2021 and has held it in 18 quarters since.
  • Edmond de Rothschild Holding's Amalgamated Financial position peaked at $2.23M in Q4 2025.
  • 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2026, filed 13 May 2026.