Focus Partners Wealth’s Amalgamated Financial AMAL Stock Holding History

Focus Partners Wealth’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	$216K	Buy	+4,701	New	+$198K	﹤0.01%	2465

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

Focus Partners Wealth's AMAL Position: Q2 2026 in Review

Focus Partners Wealth opened a new position in Amalgamated Financial (AMAL) in Q2 2026: 4,701 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #2465 among its holdings.

197 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

Focus Partners Wealth held 4,701 shares of Amalgamated Financial worth $216K as of Q2 2026.
Amalgamated Financial was a new Focus Partners Wealth position in Q2 2026.
Amalgamated Financial made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2465 holding.
197 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.