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 Q3	$16.4K	Buy	344 +17	+5%	+$820	﹤0.01%	3064
2026 Q2	$15K	Hold	327	–	–	﹤0.01%	2994
2026 Q1	$12.7K	Buy	327 +17	+5%	+$645	﹤0.01%	2945
2025 Q4	$9.9K	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	$3.32K	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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Harrington Investments Napa, California $209M AUM 29.65% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

GAMMA Investing's AMAL Position: Q3 2026 in Review

GAMMA Investing increased its Amalgamated Financial (AMAL) stake by 5.2% in Q3 2026, buying an estimated $820 and bringing the position to 344 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3064.

GAMMA Investing first reported a position in AMAL in Q4 2023 and has held it in 12 quarters since. 18 funds tracked by Wall St. Rank hold AMAL as of Q3 2026.

GAMMA Investing held 344 shares of Amalgamated Financial worth $16.4K as of Q3 2026.
GAMMA Investing bought 17 Amalgamated Financial shares in Q3 2026, an estimated $820.
Amalgamated Financial made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #3064 holding.
GAMMA Investing first reported a position in Amalgamated Financial in Q4 2023 and has held it in 12 quarters since.
18 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.