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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
Q2 		$445K Buy
9,705
+2,149
+28% +$90.6K 0.01% 982
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 $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

Ethic Inc's AMAL Position: Q2 2026 in Review

Ethic Inc increased its Amalgamated Financial (AMAL) stake by 28% in Q2 2026, buying an estimated $90.6K and bringing the position to 9,705 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #982.

Ethic Inc first reported a position in AMAL in Q2 2024 and has held it in 7 quarters since. 196 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

  • Ethic Inc held 9,705 shares of Amalgamated Financial worth $445K as of Q2 2026.
  • Ethic Inc bought 2,149 Amalgamated Financial shares in Q2 2026, an estimated $90.6K.
  • Amalgamated Financial made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #982 holding.
  • Ethic Inc first reported a position in Amalgamated Financial in Q2 2024 and has held it in 7 quarters since.
  • 196 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.