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GeoWealth Management’s Amalgamated Financial AMAL Stock Holding History

GeoWealth Management’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
Q1 		$213K Buy
+5,490
New +$208K 0.01% 702

Other funds holding AMAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

GeoWealth Management's AMAL Position: Q1 2026 in Review

GeoWealth Management opened a new position in Amalgamated Financial (AMAL) in Q1 2026: 5,490 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #702 among its holdings.

176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

  • GeoWealth Management held 5,490 shares of Amalgamated Financial worth $213K as of Q1 2026.
  • Amalgamated Financial was a new GeoWealth Management position in Q1 2026.
  • Amalgamated Financial made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #702 holding.
  • 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.