Integrated Wealth Concepts’s Amalgamated Financial AMAL Stock Holding History

Integrated Wealth Concepts’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	$29.9K	Buy	+652	New	+$27.5K	﹤0.01%	3776

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 $3.37T AUM 44.26% 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

Integrated Wealth Concepts's AMAL Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Amalgamated Financial (AMAL) in Q2 2026: 652 shares worth $29.9K. The stake represents ﹤0.01% of the portfolio and ranks #3776 among its holdings.

197 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

Integrated Wealth Concepts held 652 shares of Amalgamated Financial worth $29.9K as of Q2 2026.
Amalgamated Financial was a new Integrated Wealth Concepts position in Q2 2026.
Amalgamated Financial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3776 holding.
197 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.