GAMMA Investing’s Amalgamated Financial AMAL Stock Holding History

GAMMA Investing’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	$15K	Hold	327	–	–	﹤0.01%	2994
2026 Q1	$12.7K	Buy	327 +17	+5%	+$645	﹤0.01%	2945
2025 Q4	$9.93K	Buy	310 +6	+2%	+$175	﹤0.01%	2978
2025 Q3	$8.25K	Hold	304	–	–	﹤0.01%	2971
2025 Q2	$9.48K	Buy	304 +136	+81%	+$3.98K	﹤0.01%	2832
2025 Q1	$4.83K	Buy	168 +54	+47%	+$1.77K	﹤0.01%	3100
2024 Q4	$3.82K	Buy	114 +8	+8%	+$275	﹤0.01%	3019
2024 Q3	$3.33K	Buy	106 +5	+5%	+$152	﹤0.01%	2903
2024 Q2	$2.77K	Hold	101	–	–	﹤0.01%	2782
2024 Q1	$2.42K	Buy	101 +19	+23%	+$467	﹤0.01%	2693
2023 Q4	$2.18K	Buy	+82	New	+$1.69K	﹤0.01%	2556

Other funds holding AMAL

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

GAMMA Investing's AMAL Position: Q2 2026 in Review

GAMMA Investing held its Amalgamated Financial (AMAL) position steady in Q2 2026 at 327 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #2994.

GAMMA Investing 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.

GAMMA Investing held 327 shares of Amalgamated Financial worth $15K as of Q2 2026.
GAMMA Investing left its Amalgamated Financial share count unchanged in Q2 2026.
Amalgamated Financial made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #2994 holding.
GAMMA Investing 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 GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.