EverSource Wealth Advisors’s Amalgamated Financial AMAL Stock Holding History

EverSource Wealth Advisors’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	$2.62K	Sell	57 -23	-29%	-$970	﹤0.01%	3609
2026 Q1	$3.11K	Buy	80 +49	+158%	+$1.86K	﹤0.01%	3482
2025 Q4	$993	Sell	31 -30	-49%	-$873	﹤0.01%	3710
2025 Q3	$1.66K	Sell	61 -8	-12%	-$238	﹤0.01%	3574
2025 Q2	$2.15K	Buy	69 +49	+245%	+$1.44K	﹤0.01%	3489
2025 Q1	$575	Sell	20 -29	-59%	-$949	﹤0.01%	3409
2024 Q4	$1.64K	Buy	+49	New	+$1.68K	﹤0.01%	2790

Other funds holding AMAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

EverSource Wealth Advisors's AMAL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Amalgamated Financial (AMAL) stake by 29% in Q2 2026, selling an estimated $970 and leaving 57 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #3609.

EverSource Wealth Advisors first reported a position in AMAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.11K in Q1 2026. 197 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

EverSource Wealth Advisors held 57 shares of Amalgamated Financial worth $2.62K as of Q2 2026.
EverSource Wealth Advisors sold 23 Amalgamated Financial shares in Q2 2026, an estimated $970.
Amalgamated Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3609 holding.
EverSource Wealth Advisors first reported a position in Amalgamated Financial in Q4 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's Amalgamated Financial position peaked at $3.11K in Q1 2026.
197 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.