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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
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
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

EverSource Wealth Advisors's AMAL Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Amalgamated Financial (AMAL) stake by 158% in Q1 2026, buying an estimated $1.86K and bringing the position to 80 shares worth $3.11K. The position accounts for ﹤0.01% of the portfolio, ranked #3482.

EverSource Wealth Advisors first reported a position in AMAL in Q4 2024 and has held it in 6 quarters since. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

  • EverSource Wealth Advisors held 80 shares of Amalgamated Financial worth $3.11K as of Q1 2026.
  • EverSource Wealth Advisors bought 49 Amalgamated Financial shares in Q1 2026, an estimated $1.86K.
  • Amalgamated Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3482 holding.
  • EverSource Wealth Advisors first reported a position in Amalgamated Financial in Q4 2024 and has held it in 6 quarters since.
  • 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.