Envestnet Asset Management
AMAL icon

Envestnet Asset Management’s Amalgamated Financial AMAL Stock Holding History

Envestnet Asset 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
2025
Q3 		– Sell
-9,350
Closed -$292K – 4513
2025
Q2 		$292K Buy
9,350
+87
+0.9% +$2.55K ﹤0.01% 4036
2025
Q1 		$266K Buy
9,263
+922
+11% +$30.2K ﹤0.01% 3985
2024
Q4 		$279K Buy
+8,341
New +$287K ﹤0.01% 3930
2020
Q3 		– Sell
-11,490
Closed -$145K – 3099
2020
Q2 		$145K Buy
+11,490
New +$122K ﹤0.01% 2944

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 $12.2B AUM 12.45% 1-Year Est. Return

Envestnet Asset Management's AMAL Position: Q3 2025 in Review

Envestnet Asset Management sold out of Amalgamated Financial (AMAL) in Q3 2025, closing a stake of 9,350 shares — an estimated $292K sold.

Envestnet Asset Management first reported a position in AMAL in Q2 2020 and held it in 4 quarters. The position peaked at $292K in Q2 2025. 163 funds tracked by Wall St. Rank hold AMAL as of Q3 2025.

  • Envestnet Asset Management reported no remaining Amalgamated Financial position as of Q3 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 9,350 Amalgamated Financial shares in Q3 2025, an estimated $292K.
  • Envestnet Asset Management first reported a position in Amalgamated Financial in Q2 2020 and held it in 4 quarters.
  • Envestnet Asset Management's Amalgamated Financial position peaked at $292K in Q2 2025.
  • 163 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2025.

Based on Envestnet Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.