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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
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

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

Essential Partners's AMAL Position: Q2 2026 in Review

Essential Partners increased its Amalgamated Financial (AMAL) stake by 35% in Q2 2026, buying an estimated $1.14K and bringing the position to 104 shares worth $4.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1566.

Essential Partners first reported a position in AMAL in Q2 2025 and has held it in 5 quarters since. 197 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

  • Essential Partners held 104 shares of Amalgamated Financial worth $4.77K as of Q2 2026.
  • Essential Partners bought 27 Amalgamated Financial shares in Q2 2026, an estimated $1.14K.
  • Amalgamated Financial made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1566 holding.
  • Essential Partners first reported a position in Amalgamated Financial in Q2 2025 and has held it in 5 quarters since.
  • 197 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.