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Ethic Inc’s Amalgamated Financial AMAL Stock Holding History

Ethic Inc’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 		$294K Buy
7,556
+309
+4% +$11.7K ﹤0.01% 1044
2025
Q4 		$232K Buy
+7,247
New +$211K ﹤0.01% 1089
2025
Q3 		– Sell
-7,578
Closed -$239K – 1200
2025
Q2 		$239K Sell
7,578
-4,106
-35% -$120K ﹤0.01% 1057
2025
Q1 		$335K Sell
11,684
-212
-2% -$6.94K 0.01% 907
2024
Q4 		$398K Buy
+11,896
New +$409K 0.01% 868
2024
Q3 		– Sell
-15,235
Closed -$417K – 1088
2024
Q2 		$417K Buy
+15,235
New +$372K 0.01% 804

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

Ethic Inc's AMAL Position: Q1 2026 in Review

Ethic Inc increased its Amalgamated Financial (AMAL) stake by 4.3% in Q1 2026, buying an estimated $11.7K and bringing the position to 7,556 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

Ethic Inc first reported a position in AMAL in Q2 2024 and has held it in 6 quarters since. The position peaked at $417K in Q2 2024. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

  • Ethic Inc held 7,556 shares of Amalgamated Financial worth $294K as of Q1 2026.
  • Ethic Inc bought 309 Amalgamated Financial shares in Q1 2026, an estimated $11.7K.
  • Amalgamated Financial made up ﹤0.01% of Ethic Inc's portfolio in Q1 2026, its #1044 holding.
  • Ethic Inc first reported a position in Amalgamated Financial in Q2 2024 and has held it in 6 quarters since.
  • Ethic Inc's Amalgamated Financial position peaked at $417K in Q2 2024.
  • 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on Ethic Inc's 13F filing for Q1 2026, filed 27 Apr 2026.