Empirical Wealth Management’s Amalgamated Financial AMAL Stock Holding History

Empirical Wealth Management’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 Q3	$1.52M	Buy	+31,875	New	+$1.54M	0.02%	354

Other funds holding AMAL

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Harrington Investments Napa, California $209M AUM 29.65% 1-Year Est. Return

Clean Yield Group Norwich, Vermont $412M AUM 20.54% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Andrew Hill Investment Advisors Naples, Florida $127M AUM 39.35% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Empirical Wealth Management's AMAL Position: Q3 2026 in Review

Empirical Wealth Management opened a new position in Amalgamated Financial (AMAL) in Q3 2026: 31,875 shares worth $1.52M. The stake represents 0.02% of the portfolio and ranks #354 among its holdings.

36 funds tracked by Wall St. Rank hold AMAL as of Q3 2026.

Empirical Wealth Management held 31,875 shares of Amalgamated Financial worth $1.52M as of Q3 2026.
Amalgamated Financial was a new Empirical Wealth Management position in Q3 2026.
Amalgamated Financial made up 0.02% of Empirical Wealth Management's portfolio in Q3 2026, its #354 holding.
36 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.