I
AMAL icon

InceptionR’s Amalgamated Financial AMAL Stock Holding History

InceptionR’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 		– Sell
-15,060
Closed -$482K – 638
2025
Q4 		$482K Buy
15,060
+6,002
+66% +$175K 0.13% 290
2025
Q3 		$246K Buy
9,058
+1,865
+26% +$55.4K 0.06% 531
2025
Q2 		$224K Buy
+7,193
New +$211K 0.05% 540

Other funds holding AMAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

InceptionR's AMAL Position: Q1 2026 in Review

InceptionR sold out of Amalgamated Financial (AMAL) in Q1 2026, closing a stake of 15,060 shares — an estimated $482K sold.

InceptionR first reported a position in AMAL in Q2 2025 and held it in 3 quarters. The position peaked at $482K in Q4 2025. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

  • InceptionR reported no remaining Amalgamated Financial position as of Q1 2026 after selling out during the quarter.
  • InceptionR sold 15,060 Amalgamated Financial shares in Q1 2026, an estimated $482K.
  • InceptionR first reported a position in Amalgamated Financial in Q2 2025 and held it in 3 quarters.
  • InceptionR's Amalgamated Financial position peaked at $482K in Q4 2025.
  • 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.