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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
Q2 		– Sell
-5,490
Closed -$213K – 887
2026
Q1 		$213K Buy
+5,490
New +$208K 0.01% 702

Other funds holding AMAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

GeoWealth Management's AMAL Position: Q2 2026 in Review

GeoWealth Management sold out of Amalgamated Financial (AMAL) in Q2 2026, closing a stake of 5,490 shares — an estimated $213K sold.

GeoWealth Management first reported a position in AMAL in Q1 2026 and held it in 1 quarter. The position peaked at $213K in Q1 2026. 197 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

  • GeoWealth Management reported no remaining Amalgamated Financial position as of Q2 2026 after selling out during the quarter.
  • GeoWealth Management sold 5,490 Amalgamated Financial shares in Q2 2026, an estimated $213K.
  • GeoWealth Management first reported a position in Amalgamated Financial in Q1 2026 and held it in 1 quarter.
  • GeoWealth Management's Amalgamated Financial position peaked at $213K in Q1 2026.
  • 197 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.