EntryPoint Capital’s Amalgamated Financial AMAL Stock Holding History

EntryPoint Capital’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	$832K	Hold	21,394	–	–	0.24%	85
2025 Q4	$685K	Buy	21,394 +7,488	+54%	+$218K	0.27%	80
2025 Q3	$378K	Buy	13,906 +6,045	+77%	+$180K	0.15%	264
2025 Q2	$245K	Buy	+7,861	New	+$230K	0.12%	385
2025 Q1	–	Sell	-6,765	Closed	-$226K	–	663
2024 Q4	$226K	Sell	6,765 -1,842	-21%	-$63.3K	0.1%	531
2024 Q3	$270K	Buy	+8,607	New	+$261K	0.15%	293
2024 Q2	–	Sell	-982	Closed	-$23.6K	–	863
2024 Q1	$23.6K	Buy	982 +824	+522%	+$20.2K	0.02%	1045
2023 Q4	$4.26K	Buy	+158	New	+$3.25K	﹤0.01%	1230

Other funds holding AMAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EntryPoint Capital's AMAL Position: Q1 2026 in Review

EntryPoint Capital held its Amalgamated Financial (AMAL) position steady in Q1 2026 at 21,394 shares worth $832K. The position accounts for 0.24% of the portfolio, ranked #85.

EntryPoint Capital first reported a position in AMAL in Q4 2023 and has held it in 8 quarters since. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

EntryPoint Capital held 21,394 shares of Amalgamated Financial worth $832K as of Q1 2026.
EntryPoint Capital left its Amalgamated Financial share count unchanged in Q1 2026.
Amalgamated Financial made up 0.24% of EntryPoint Capital's portfolio in Q1 2026, its #85 holding.
EntryPoint Capital first reported a position in Amalgamated Financial in Q4 2023 and has held it in 8 quarters since.
176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on EntryPoint Capital's 13F filing for Q1 2026, filed 14 May 2026.