First Trust Advisors’s Amalgamated Financial AMAL Stock Holding History

First Trust 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	$4.19M	Buy	91,211 +68,918	+309%	+$2.91M	﹤0.01%	1683
2026 Q1	$867K	Buy	22,293 +685	+3%	+$26K	﹤0.01%	2200
2025 Q4	$692K	Sell	21,608 -115,543	-84%	-$3.36M	﹤0.01%	2265
2025 Q3	$3.72M	Buy	137,151 +4,470	+3%	+$133K	﹤0.01%	1531
2025 Q2	$4.14M	Buy	132,681 +114,171	+617%	+$3.34M	﹤0.01%	1451
2025 Q1	$532K	Sell	18,510 -132	-0.7%	-$4.32K	﹤0.01%	2213
2024 Q4	$624K	Buy	18,642 +103	+0.6%	+$3.54K	﹤0.01%	2184
2024 Q3	$582K	Sell	18,539 -41,899	-69%	-$1.27M	﹤0.01%	2138
2024 Q2	$1.66M	Sell	60,438 -4,788	-7%	-$117K	﹤0.01%	1786
2024 Q1	$1.57M	Buy	65,226 +700	+1%	+$17.2K	﹤0.01%	1833
2023 Q4	$1.74M	Buy	64,526 +6,467	+11%	+$133K	﹤0.01%	1778
2023 Q3	$1,000K	Sell	58,059 -1,795	-3%	-$32.5K	﹤0.01%	1966
2023 Q2	$963K	Sell	59,854 -2,832	-5%	-$45.5K	﹤0.01%	1997
2023 Q1	$1.11M	Sell	62,686 -6,097	-9%	-$134K	﹤0.01%	1930
2022 Q4	$1.58M	Buy	68,783 +10,315	+18%	+$250K	﹤0.01%	1798
2022 Q3	$1.32M	Buy	58,468 +45,383	+347%	+$1.02M	﹤0.01%	1886
2022 Q2	$259K	Sell	13,085 -2,756	-17%	-$53.2K	﹤0.01%	2334
2022 Q1	$285K	Buy	15,841 +1,410	+10%	+$24.1K	﹤0.01%	2379
2021 Q4	$242K	Buy	14,431 +985	+7%	+$17.1K	﹤0.01%	2424
2021 Q3	$213K	Sell	13,446 -72,409	-84%	-$1.11M	﹤0.01%	2433
2021 Q2	$1.34M	Sell	85,855 -1,129	-1%	-$18.3K	﹤0.01%	1966
2021 Q1	$1.44M	Buy	86,984 +8,631	+11%	+$140K	﹤0.01%	1845
2020 Q4	$1.08M	Sell	78,353 -2,197	-3%	-$27.9K	﹤0.01%	1862
2020 Q3	$852K	Buy	80,550 +68,214	+553%	+$797K	﹤0.01%	1834
2020 Q2	$156K	Sell	12,336 -2,819	-19%	-$29.9K	﹤0.01%	2294
2020 Q1	$164K	Sell	15,155 -2,395	-14%	-$38.4K	﹤0.01%	2243
2019 Q4	$341K	Sell	17,550 -924	-5%	-$17K	﹤0.01%	2244
2019 Q3	$296K	Sell	18,474 -4,271	-19%	-$69.7K	﹤0.01%	2288
2019 Q2	$397K	Buy	+22,745	New	+$381K	﹤0.01%	2220

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

First Trust Advisors's AMAL Position: Q2 2026 in Review

First Trust Advisors increased its Amalgamated Financial (AMAL) stake by 309% in Q2 2026, buying an estimated $2.91M and bringing the position to 91,211 shares worth $4.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1683.

First Trust Advisors first reported a position in AMAL in Q2 2019 and has held it in 29 quarters since. 197 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

First Trust Advisors held 91,211 shares of Amalgamated Financial worth $4.19M as of Q2 2026.
First Trust Advisors bought 68,918 Amalgamated Financial shares in Q2 2026, an estimated $2.91M.
Amalgamated Financial made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #1683 holding.
First Trust Advisors first reported a position in Amalgamated Financial in Q2 2019 and has held it in 29 quarters since.
197 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.