Essential Partners
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Essential Partners’s Amalgamated Financial AMAL Stock Holding History

Essential Partners’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 		$4.95K Hold
104
– – ﹤0.01% 1514
2026
Q2 		$4.77K Buy
104
+27
+35% +$1.14K ﹤0.01% 1566
2026
Q1 		$2.99K Hold
77
– – ﹤0.01% 1823
2025
Q4 		$2.47K Buy
77
+35
+83% +$1.02K ﹤0.01% 1727
2025
Q3 		$1.14K Buy
42
+31
+282% +$921 ﹤0.01% 1982
2025
Q2 		$343 Buy
+11
New +$322 ﹤0.01% 1803

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KBC Group
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Harrington Investments
Harrington Investments Napa, California $209M AUM 29.65% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Andrew Hill Investment Advisors
Andrew Hill Investment Advisors Naples, Florida $127M AUM 39.35% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Essential Partners's AMAL Position: Q3 2026 in Review

Essential Partners held its Amalgamated Financial (AMAL) position steady in Q3 2026 at 104 shares worth $4.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1514.

Essential Partners first reported a position in AMAL in Q2 2025 and has held it in 6 quarters since. 30 funds tracked by Wall St. Rank hold AMAL as of Q3 2026.

  • Essential Partners held 104 shares of Amalgamated Financial worth $4.95K as of Q3 2026.
  • Essential Partners left its Amalgamated Financial share count unchanged in Q3 2026.
  • Amalgamated Financial made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1514 holding.
  • Essential Partners first reported a position in Amalgamated Financial in Q2 2025 and has held it in 6 quarters since.
  • 30 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.