IEQ Capital’s Amalgamated Financial AMAL Stock Holding History

IEQ 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
2025 Q1	–	Sell	-7,190	Closed	-$241K	–	1614
2024 Q4	$241K	Buy	+7,190	New	+$247K	﹤0.01%	1114

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

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

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

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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

IEQ Capital's AMAL Position: Q1 2025 in Review

IEQ Capital sold out of Amalgamated Financial (AMAL) in Q1 2025, closing a stake of 7,190 shares — an estimated $241K sold.

IEQ Capital first reported a position in AMAL in Q4 2024 and held it in 1 quarter. The position peaked at $241K in Q4 2024. 185 funds tracked by Wall St. Rank hold AMAL as of Q1 2025.

IEQ Capital reported no remaining Amalgamated Financial position as of Q1 2025 after selling out during the quarter.
IEQ Capital sold 7,190 Amalgamated Financial shares in Q1 2025, an estimated $241K.
IEQ Capital first reported a position in Amalgamated Financial in Q4 2024 and held it in 1 quarter.
IEQ Capital's Amalgamated Financial position peaked at $241K in Q4 2024.
185 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2025.

Based on IEQ Capital's 13F filing for Q1 2025, filed 14 May 2025.