Grantham, Mayo, Van Otterloo & Co (GMO)’s Amalgamated Financial AMAL Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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	$205K	Buy	+4,458	New	+$188K	﹤0.01%	644
2023 Q3	–	Sell	-30,017	Closed	-$483K	–	575
2023 Q2	$483K	Hold	30,017	–	–	﹤0.01%	563
2023 Q1	$531K	Buy	30,017 +10,300	+52%	+$227K	﹤0.01%	558
2022 Q4	$454K	Sell	19,717 -1,900	-9%	-$46K	﹤0.01%	595
2022 Q3	$487K	Sell	21,617 -14,708	-40%	-$330K	﹤0.01%	575
2022 Q2	$719K	Hold	36,325	–	–	﹤0.01%	563
2022 Q1	$653K	Hold	36,325	–	–	﹤0.01%	569
2021 Q4	$609K	Hold	36,325	–	–	﹤0.01%	579
2021 Q3	$575K	Hold	36,325	–	–	﹤0.01%	582
2021 Q2	$568K	Sell	36,325 -1,200	-3%	-$19.4K	﹤0.01%	601
2021 Q1	$623K	Sell	37,525 -4,775	-11%	-$77.4K	﹤0.01%	662
2020 Q4	$581K	Sell	42,300 -31,500	-43%	-$401K	﹤0.01%	659
2020 Q3	$781K	Buy	73,800 +1,500	+2%	+$17.5K	0.01%	561
2020 Q2	$914K	Buy	72,300 +700	+1%	+$7.42K	0.01%	548
2020 Q1	$775K	Buy	71,600 +53,100	+287%	+$851K	0.01%	537
2019 Q4	$360K	Buy	+18,500	New	+$341K	﹤0.01%	618

Other funds holding AMAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s AMAL Position: Q2 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) opened a new position in Amalgamated Financial (AMAL) in Q2 2026: 4,458 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #644 among its holdings. This is a return to the name: Grantham, Mayo, Van Otterloo & Co (GMO) previously reported a position in AMAL as recently as Q2 2023.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in AMAL in Q4 2019 and has held it in 16 quarters since. The position peaked at $914K in Q2 2020. 197 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

Grantham, Mayo, Van Otterloo & Co (GMO) held 4,458 shares of Amalgamated Financial worth $205K as of Q2 2026.
Amalgamated Financial was a new Grantham, Mayo, Van Otterloo & Co (GMO) position in Q2 2026.
Amalgamated Financial made up ﹤0.01% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q2 2026, its #644 holding.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Amalgamated Financial in Q4 2019 and has held it in 16 quarters since.
Grantham, Mayo, Van Otterloo & Co (GMO)'s Amalgamated Financial position peaked at $914K in Q2 2020.
197 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q2 2026, filed 13 Aug 2026.