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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
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 $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

Empowered Funds's AMAL Position: Q1 2026 in Review

Empowered Funds opened a new position in Amalgamated Financial (AMAL) in Q1 2026: 134,342 shares worth $5.22M. The stake represents 0.03% of the portfolio and ranks #615 among its holdings. This is a return to the name: Empowered Funds previously reported a position in AMAL as recently as Q3 2025.

Empowered Funds first reported a position in AMAL in Q2 2023 and has held it in 11 quarters since. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

  • Empowered Funds held 134,342 shares of Amalgamated Financial worth $5.22M as of Q1 2026.
  • Amalgamated Financial was a new Empowered Funds position in Q1 2026.
  • Amalgamated Financial made up 0.03% of Empowered Funds's portfolio in Q1 2026, its #615 holding.
  • Empowered Funds first reported a position in Amalgamated Financial in Q2 2023 and has held it in 11 quarters since.
  • 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.