Hillsdale Investment Management’s Amalgamated Financial AMAL Stock Holding History

Hillsdale Investment 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	$311K	Buy	+8,010	New	+$304K	0.01%	501
2025 Q1	–	Sell	-123,008	Closed	-$4.12M	–	600
2024 Q4	$4.12M	Buy	123,008 +200	+0.2%	+$6.87K	0.21%	124
2024 Q3	$3.85M	Buy	+122,808	New	+$3.72M	0.3%	133
2023 Q1	–	Sell	-32,000	Closed	-$737K	–	556
2022 Q4	$737K	Sell	32,000 -3,000	-9%	-$72.7K	0.06%	219
2022 Q3	$789K	Sell	35,000 -5,000	-13%	-$112K	0.07%	193
2022 Q2	$791K	Buy	+40,000	New	+$772K	0.06%	215

Other funds holding AMAL

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Hillsdale Investment Management's AMAL Position: Q1 2026 in Review

Hillsdale Investment Management opened a new position in Amalgamated Financial (AMAL) in Q1 2026: 8,010 shares worth $311K. The stake represents 0.01% of the portfolio and ranks #501 among its holdings. This is a return to the name: Hillsdale Investment Management previously reported a position in AMAL as recently as Q4 2024.

Hillsdale Investment Management first reported a position in AMAL in Q2 2022 and has held it in 6 quarters since. The position peaked at $4.12M in Q4 2024. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

Hillsdale Investment Management held 8,010 shares of Amalgamated Financial worth $311K as of Q1 2026.
Amalgamated Financial was a new Hillsdale Investment Management position in Q1 2026.
Amalgamated Financial made up 0.01% of Hillsdale Investment Management's portfolio in Q1 2026, its #501 holding.
Hillsdale Investment Management first reported a position in Amalgamated Financial in Q2 2022 and has held it in 6 quarters since.
Hillsdale Investment Management's Amalgamated Financial position peaked at $4.12M in Q4 2024.
176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.