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Elizabeth Park Capital Advisors’s Amalgamated Financial AMAL Stock Holding History

Elizabeth Park Capital Advisors’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
Q3 		– Sell
-72,040
Closed -$2.25M – 49
2025
Q2 		$2.25M Sell
72,040
-20,969
-23% -$614K 2.02% 29
2025
Q1 		$2.67M Buy
93,009
+20,969
+29% +$686K 2.42% 18
2024
Q4 		$2.41M Hold
72,040
– – 1.97% 28
2024
Q3 		$2.26M Buy
+72,040
New +$2.18M 1.82% 30

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Elizabeth Park Capital Advisors's AMAL Position: Q3 2025 in Review

Elizabeth Park Capital Advisors sold out of Amalgamated Financial (AMAL) in Q3 2025, closing a stake of 72,040 shares — an estimated $2.25M sold.

Elizabeth Park Capital Advisors first reported a position in AMAL in Q3 2024 and held it in 4 quarters. The position peaked at $2.67M in Q1 2025. 163 funds tracked by Wall St. Rank hold AMAL as of Q3 2025.

  • Elizabeth Park Capital Advisors reported no remaining Amalgamated Financial position as of Q3 2025 after selling out during the quarter.
  • Elizabeth Park Capital Advisors sold 72,040 Amalgamated Financial shares in Q3 2025, an estimated $2.25M.
  • Elizabeth Park Capital Advisors first reported a position in Amalgamated Financial in Q3 2024 and held it in 4 quarters.
  • Elizabeth Park Capital Advisors's Amalgamated Financial position peaked at $2.67M in Q1 2025.
  • 163 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2025.

Based on Elizabeth Park Capital Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.