Geode Capital Management’s Amalgamated Financial AMAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22.2M | Sell |
571,090
-52,730
| -8% | -$2M | ﹤0.01% | 1944 |
|
|
2025
Q4 | $20M | Sell |
623,820
-6,859
| -1% | -$200K | ﹤0.01% | 2001 |
|
|
2025
Q3 | $17.1M | Buy |
630,679
+22,173
| +4% | +$659K | ﹤0.01% | 2075 |
|
|
2025
Q2 | $19M | Buy |
608,506
+102,166
| +20% | +$2.99M | ﹤0.01% | 1988 |
|
|
2025
Q1 | $14.6M | Buy |
506,340
+25,494
| +5% | +$834K | ﹤0.01% | 2071 |
|
|
2024
Q4 | $16.1M | Buy |
480,846
+1,958
| +0.4% | +$67.3K | ﹤0.01% | 2077 |
|
|
2024
Q3 | $15M | Buy |
478,888
+34,109
| +8% | +$1.03M | ﹤0.01% | 2140 |
|
|
2024
Q2 | $12.2M | Buy |
444,779
+29,528
| +7% | +$721K | ﹤0.01% | 2208 |
|
|
2024
Q1 | $9.97M | Buy |
415,251
+6,240
| +2% | +$153K | ﹤0.01% | 2329 |
|
|
2023
Q4 | $11M | Buy |
409,011
+20,592
| +5% | +$424K | ﹤0.01% | 2289 |
|
|
2023
Q3 | $6.69M | Buy |
388,419
+13,121
| +3% | +$237K | ﹤0.01% | 2490 |
|
|
2023
Q2 | $6.04M | Buy |
375,298
+23,399
| +7% | +$376K | ﹤0.01% | 2585 |
|
|
2023
Q1 | $6.23M | Buy |
351,899
+13,299
| +4% | +$293K | ﹤0.01% | 2537 |
|
|
2022
Q4 | $7.8M | Buy |
338,600
+49,125
| +17% | +$1.19M | ﹤0.01% | 2420 |
|
|
2022
Q3 | $6.53M | Buy |
289,475
+13,394
| +5% | +$300K | ﹤0.01% | 2531 |
|
|
2022
Q2 | $5.46M | Buy |
276,081
+400
| +0.1% | +$7.72K | ﹤0.01% | 2657 |
|
|
2022
Q1 | $4.95M | Buy |
275,681
+6,611
| +2% | +$113K | ﹤0.01% | 2805 |
|
|
2021
Q4 | $4.51M | Sell |
269,070
-76,752
| -22% | -$1.34M | ﹤0.01% | 2950 |
|
|
2021
Q3 | $5.47M | Sell |
345,822
-2,894
| -0.8% | -$44.3K | ﹤0.01% | 2859 |
|
|
2021
Q2 | $5.45M | Buy |
348,716
+17,350
| +5% | +$281K | ﹤0.01% | 2838 |
|
|
2021
Q1 | $5.5M | Buy |
331,366
+12,207
| +4% | +$198K | ﹤0.01% | 2748 |
|
|
2020
Q4 | $4.38M | Buy |
319,159
+66,811
| +26% | +$850K | ﹤0.01% | 2673 |
|
|
2020
Q3 | $2.67M | Buy |
252,348
+16,020
| +7% | +$187K | ﹤0.01% | 2723 |
|
|
2020
Q2 | $2.99M | Buy |
236,328
+21,396
| +10% | +$227K | ﹤0.01% | 2617 |
|
|
2020
Q1 | $2.32M | Buy |
214,932
+21,807
| +11% | +$349K | ﹤0.01% | 2593 |
|
|
2019
Q4 | $3.76M | Buy |
193,125
+13,509
| +8% | +$249K | ﹤0.01% | 2620 |
|
|
2019
Q3 | $2.88M | Buy |
179,616
+50,044
| +39% | +$817K | ﹤0.01% | 2718 |
|
|
2019
Q2 | $2.26M | Buy |
129,572
+18,887
| +17% | +$316K | ﹤0.01% | 2873 |
|
|
2019
Q1 | $1.73M | Buy |
110,685
+9,535
| +9% | +$171K | ﹤0.01% | 2934 |
|
|
2018
Q4 | $1.97M | Buy |
101,150
+40,029
| +65% | +$786K | ﹤0.01% | 2781 |
|
|
2018
Q3 | $1.18M | Buy |
+61,121
| New | +$1.09M | ﹤0.01% | 3151 |
|
Other funds holding AMAL
NAMI
VCM
VPM
Geode Capital Management's AMAL Position: Q1 2026 in Review
Geode Capital Management reduced its Amalgamated Financial (AMAL) stake by 8.5% in Q1 2026, selling an estimated $2M and leaving 571,090 shares worth $22.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1944.
Geode Capital Management first reported a position in AMAL in Q3 2018 and has held it in 31 quarters since. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.
- Geode Capital Management held 571,090 shares of Amalgamated Financial worth $22.2M as of Q1 2026.
- Geode Capital Management sold 52,730 Amalgamated Financial shares in Q1 2026, an estimated $2M.
- Amalgamated Financial made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #1944 holding.
- Geode Capital Management first reported a position in Amalgamated Financial in Q3 2018 and has held it in 31 quarters since.
- 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.
Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.