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IFP Advisors’s Amalgamated Financial AMAL Stock Holding History

IFP Advisors’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 		$734 Buy
16
+10
+167% +$422 ﹤0.01% 4596
2026
Q1 		$233 Sell
6
-1
-14% -$38 ﹤0.01% 4591
2025
Q4 		$224 Sell
7
-32
-82% -$931 ﹤0.01% 4458
2025
Q3 		$1.06K Buy
39
+17
+77% +$505 ﹤0.01% 3943
2025
Q2 		$1.93K Buy
22
+9
+69% +$264 ﹤0.01% 3917
2025
Q1 		$374 Hold
13
– – ﹤0.01% 3524
2024
Q4 		$435 Buy
+13
New +$447 ﹤0.01% 3456

Other funds holding AMAL

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

IFP Advisors's AMAL Position: Q2 2026 in Review

IFP Advisors increased its Amalgamated Financial (AMAL) stake by 167% in Q2 2026, buying an estimated $422 and bringing the position to 16 shares worth $734. The position accounts for ﹤0.01% of the portfolio, ranked #4596.

IFP Advisors first reported a position in AMAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.93K in Q2 2025. 12 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

  • IFP Advisors held 16 shares of Amalgamated Financial worth $734 as of Q2 2026.
  • IFP Advisors bought 10 Amalgamated Financial shares in Q2 2026, an estimated $422.
  • Amalgamated Financial made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4596 holding.
  • IFP Advisors first reported a position in Amalgamated Financial in Q4 2024 and has held it in 7 quarters since.
  • IFP Advisors's Amalgamated Financial position peaked at $1.93K in Q2 2025.
  • 12 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.