IFP Advisors
AMAL icon

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
Q3 		$761 Hold
16
– – ﹤0.01% 4566
2026
Q2 		$734 Buy
16
+10
+167% +$422 ﹤0.01% 4595
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

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
Harrington Investments
Harrington Investments Napa, California $209M AUM 29.65% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

IFP Advisors's AMAL Position: Q3 2026 in Review

IFP Advisors held its Amalgamated Financial (AMAL) position steady in Q3 2026 at 16 shares worth $761. The position accounts for ﹤0.01% of the portfolio, ranked #4566.

IFP Advisors first reported a position in AMAL in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.93K in Q2 2025. 24 funds tracked by Wall St. Rank hold AMAL as of Q3 2026.

  • IFP Advisors held 16 shares of Amalgamated Financial worth $761 as of Q3 2026.
  • IFP Advisors left its Amalgamated Financial share count unchanged in Q3 2026.
  • Amalgamated Financial made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4566 holding.
  • IFP Advisors first reported a position in Amalgamated Financial in Q4 2024 and has held it in 8 quarters since.
  • IFP Advisors's Amalgamated Financial position peaked at $1.93K in Q2 2025.
  • 24 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.