FFA
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Farther Finance Advisors’s Amalgamated Financial AMAL Stock Holding History

Farther Finance 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 		$12.3K Buy
268
+22
+9% +$928 ﹤0.01% 4293
2026
Q1 		$9.61K Buy
246
+18
+8% +$683 ﹤0.01% 4141
2025
Q4 		$7.3K Buy
228
+220
+2,750% +$6.4K ﹤0.01% 4108
2025
Q3 		$217 Sell
8
-46
-85% -$1.37K ﹤0.01% 4702
2025
Q2 		$1.69K Hold
54
– – ﹤0.01% 3759
2025
Q1 		$1.55K Hold
54
– – ﹤0.01% 3478
2024
Q4 		$1.81K Hold
54
– – ﹤0.01% 3032
2024
Q3 		$1.69K Buy
54
+2
+4% +$61 ﹤0.01% 3050
2024
Q2 		$1.41K Buy
52
+51
+5,100% +$1.25K ﹤0.01% 2935
2024
Q1 		$23 Hold
1
– – ﹤0.01% 3520
2023
Q4 		$27 Buy
+1
New +$21 ﹤0.01% 3435

Other funds holding AMAL

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Farther Finance Advisors's AMAL Position: Q2 2026 in Review

Farther Finance Advisors increased its Amalgamated Financial (AMAL) stake by 8.9% in Q2 2026, buying an estimated $928 and bringing the position to 268 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4293.

Farther Finance Advisors first reported a position in AMAL in Q4 2023 and has held it in 11 quarters since. 7 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

  • Farther Finance Advisors held 268 shares of Amalgamated Financial worth $12.3K as of Q2 2026.
  • Farther Finance Advisors bought 22 Amalgamated Financial shares in Q2 2026, an estimated $928.
  • Amalgamated Financial made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4293 holding.
  • Farther Finance Advisors first reported a position in Amalgamated Financial in Q4 2023 and has held it in 11 quarters since.
  • 7 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.