Globeflex Capital’s Amalgamated Financial AMAL Stock Holding History

Globeflex Capital’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	$4.16M	Hold	106,947	–	–	0.63%	49
2025 Q4	$3.43M	Buy	106,947 +13,795	+15%	+$401K	0.52%	65
2025 Q3	$2.53M	Hold	93,152	–	–	0.39%	77
2025 Q2	$2.91M	Hold	93,152	–	–	0.24%	102
2025 Q1	$2.68M	Hold	93,152	–	–	0.25%	90
2024 Q4	$3.12M	Hold	93,152	–	–	0.26%	91
2024 Q3	$2.92M	Hold	93,152	–	–	0.28%	81
2024 Q2	$2.55M	Sell	93,152 -7,233	-7%	-$177K	0.27%	86
2024 Q1	$2.41M	Buy	100,385 +31,152	+45%	+$765K	0.23%	106
2023 Q4	$1.87M	Buy	69,233 +32,200	+87%	+$663K	0.19%	129
2023 Q3	$638K	Hold	37,033	–	–	0.07%	231
2023 Q2	$596K	Sell	37,033 -689	-2%	-$11.1K	0.07%	232
2023 Q1	$667K	Hold	37,722	–	–	0.08%	225
2022 Q4	$869K	Hold	37,722	–	–	0.11%	197
2022 Q3	$851K	Buy	37,722 +15,164	+67%	+$340K	0.15%	187
2022 Q2	$446K	Buy	22,558 +22,495	+35,706%	+$434K	0.11%	230
2022 Q1	$1K	Hold	63	–	–	﹤0.01%	461
2021 Q4	$1K	Buy	+63	New	+$1.1K	﹤0.01%	450
2020 Q2	–	Sell	-51,056	Closed	-$552K	–	500
2020 Q1	$552K	Buy	51,056 +38,103	+294%	+$611K	0.17%	207
2019 Q4	$252K	Buy	+12,953	New	+$239K	0.05%	399

Other funds holding AMAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Globeflex Capital's AMAL Position: Q1 2026 in Review

Globeflex Capital held its Amalgamated Financial (AMAL) position steady in Q1 2026 at 106,947 shares worth $4.16M. The position accounts for 0.63% of the portfolio, ranked #49.

Globeflex Capital first reported a position in AMAL in Q4 2019 and has held it in 20 quarters since. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

Globeflex Capital held 106,947 shares of Amalgamated Financial worth $4.16M as of Q1 2026.
Globeflex Capital left its Amalgamated Financial share count unchanged in Q1 2026.
Amalgamated Financial made up 0.63% of Globeflex Capital's portfolio in Q1 2026, its #49 holding.
Globeflex Capital first reported a position in Amalgamated Financial in Q4 2019 and has held it in 20 quarters since.
176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on Globeflex Capital's 13F filing for Q1 2026, filed 13 May 2026.