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Empowered Funds’s Amalgamated Financial AMAL Stock Holding History

Empowered Funds’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 		$6.46M Buy
140,724
+6,382
+5% +$269K 0.03% 590
2026
Q1 		$5.22M Buy
+134,342
New +$5.09M 0.03% 615
2025
Q4 		– Sell
-115,885
Closed -$3.15M – 1032
2025
Q3 		$3.15M Buy
115,885
+11,380
+11% +$338K 0.03% 684
2025
Q2 		$3.26M Buy
104,505
+3,123
+3% +$91.5K 0.04% 606
2025
Q1 		$2.91M Sell
101,382
-19,121
-16% -$626K 0.04% 568
2024
Q4 		$4.03M Sell
120,503
-4,019
-3% -$138K 0.06% 444
2024
Q3 		$3.91M Buy
124,522
+6,298
+5% +$191K 0.06% 435
2024
Q2 		$3.24M Buy
118,224
+8,460
+8% +$207K 0.06% 452
2024
Q1 		$2.63M Buy
109,764
+8,225
+8% +$202K 0.05% 515
2023
Q4 		$2.74M Buy
101,539
+9,109
+10% +$187K 0.07% 411
2023
Q3 		$1.59M Buy
92,430
+7,584
+9% +$137K 0.05% 518
2023
Q2 		$1.37M Buy
+84,846
New +$1.36M 0.05% 524

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

Empowered Funds's AMAL Position: Q2 2026 in Review

Empowered Funds increased its Amalgamated Financial (AMAL) stake by 4.8% in Q2 2026, buying an estimated $269K and bringing the position to 140,724 shares worth $6.46M. The position accounts for 0.03% of the portfolio, ranked #590.

Empowered Funds first reported a position in AMAL in Q2 2023 and has held it in 12 quarters since. 197 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

  • Empowered Funds held 140,724 shares of Amalgamated Financial worth $6.46M as of Q2 2026.
  • Empowered Funds bought 6,382 Amalgamated Financial shares in Q2 2026, an estimated $269K.
  • Amalgamated Financial made up 0.03% of Empowered Funds's portfolio in Q2 2026, its #590 holding.
  • Empowered Funds first reported a position in Amalgamated Financial in Q2 2023 and has held it in 12 quarters since.
  • 197 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.