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 Q2	$312K	Sell	6,790 -1,220	-15%	-$51.4K	0.01%	532
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 $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 $3.38T AUM 44.17% 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

Hillsdale Investment Management's AMAL Position: Q2 2026 in Review

Hillsdale Investment Management reduced its Amalgamated Financial (AMAL) stake by 15% in Q2 2026, selling an estimated $51.4K and leaving 6,790 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #532.

Hillsdale Investment Management first reported a position in AMAL in Q2 2022 and has held it in 7 quarters since. The position peaked at $4.12M in Q4 2024. 196 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

Hillsdale Investment Management held 6,790 shares of Amalgamated Financial worth $312K as of Q2 2026.
Hillsdale Investment Management sold 1,220 Amalgamated Financial shares in Q2 2026, an estimated $51.4K.
Amalgamated Financial made up 0.01% of Hillsdale Investment Management's portfolio in Q2 2026, its #532 holding.
Hillsdale Investment Management first reported a position in Amalgamated Financial in Q2 2022 and has held it in 7 quarters since.
Hillsdale Investment Management's Amalgamated Financial position peaked at $4.12M in Q4 2024.
196 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.