Invesco
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Invesco’s Amalgamated Financial AMAL Stock Holding History

Invesco’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 		$1.6M Sell
41,161
-526
-1% -$19.9K ﹤0.01% 2653
2025
Q4 		$1.34M Buy
41,687
+1,256
+3% +$36.5K ﹤0.01% 2784
2025
Q3 		$1.1M Buy
40,431
+4,656
+13% +$138K ﹤0.01% 2886
2025
Q2 		$1.12M Sell
35,775
-83,830
-70% -$2.46M ﹤0.01% 2803
2025
Q1 		$3.44M Sell
119,605
-22,659
-16% -$741K ﹤0.01% 2327
2024
Q4 		$4.76M Sell
142,264
-4,484
-3% -$154K ﹤0.01% 2276
2024
Q3 		$4.6M Buy
146,748
+108,243
+281% +$3.28M ﹤0.01% 2273
2024
Q2 		$1.06M Sell
38,505
-9,767
-20% -$238K ﹤0.01% 2898
2024
Q1 		$1.16M Sell
48,272
-87,380
-64% -$2.15M ﹤0.01% 2927
2023
Q4 		$3.65M Buy
135,652
+110,453
+438% +$2.27M ﹤0.01% 2396
2023
Q3 		$434K Buy
25,199
+221
+0.9% +$4K ﹤0.01% 3268
2023
Q2 		$402K Sell
24,978
-5,786
-19% -$92.9K ﹤0.01% 3359
2023
Q1 		$544K Sell
30,764
-4,272
-12% -$94K ﹤0.01% 3215
2022
Q4 		$807K Sell
35,036
-51,313
-59% -$1.24M ﹤0.01% 3026
2022
Q3 		$1.95M Buy
86,349
+51,379
+147% +$1.15M ﹤0.01% 2652
2022
Q2 		$691K Buy
34,970
+10,227
+41% +$197K ﹤0.01% 3171
2022
Q1 		$444K Buy
24,743
+3,449
+16% +$58.9K ﹤0.01% 3456
2021
Q4 		$356K Sell
21,294
-1,509
-7% -$26.3K ﹤0.01% 3536
2021
Q3 		$361K Buy
22,803
+1,330
+6% +$20.4K ﹤0.01% 3574
2021
Q2 		$336K Buy
21,473
+730
+4% +$11.8K ﹤0.01% 3581
2021
Q1 		$344K Sell
20,743
-2,662
-11% -$43.1K ﹤0.01% 3493
2020
Q4 		$321K Buy
23,405
+2,793
+14% +$35.5K ﹤0.01% 3392
2020
Q3 		$218K Buy
20,612
+37
+0.2% +$432 ﹤0.01% 3436
2020
Q2 		$260K Buy
20,575
+2,707
+15% +$28.7K ﹤0.01% 3383
2020
Q1 		$194K Buy
+17,868
New +$286K ﹤0.01% 3407

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

Invesco's AMAL Position: Q1 2026 in Review

Invesco reduced its Amalgamated Financial (AMAL) stake by 1.3% in Q1 2026, selling an estimated $19.9K and leaving 41,161 shares worth $1.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2653.

Invesco first reported a position in AMAL in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.76M in Q4 2024. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

  • Invesco held 41,161 shares of Amalgamated Financial worth $1.6M as of Q1 2026.
  • Invesco sold 526 Amalgamated Financial shares in Q1 2026, an estimated $19.9K.
  • Amalgamated Financial made up ﹤0.01% of Invesco's portfolio in Q1 2026, its #2653 holding.
  • Invesco first reported a position in Amalgamated Financial in Q1 2020 and has held it in 25 quarters since.
  • Invesco's Amalgamated Financial position peaked at $4.76M in Q4 2024.
  • 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on Invesco's 13F filing for Q1 2026, filed 12 May 2026.