Isthmus Partners
AMAL icon

Isthmus Partners’s Amalgamated Financial AMAL Stock Holding History

Isthmus Partners’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 		$5.13M Sell
107,945
-3,733
-3% -$180K 0.49% 54
2026
Q2 		$5.13M Sell
111,678
-892
-0.8% -$37.6K 0.5% 56
2026
Q1 		$4.38M Sell
112,570
-3,333
-3% -$126K 0.46% 55
2025
Q4 		$3.71M Buy
115,903
+790
+0.7% +$23K 0.41% 63
2025
Q3 		$3.12K Buy
115,113
+5,378
+5% +$160K ﹤0.01% 160
2025
Q2 		$3.42M Buy
109,735
+201
+0.2% +$5.89K 0.4% 68
2025
Q1 		$3.15M Sell
109,534
-214
-0.2% -$7K 0.39% 63
2024
Q4 		$3.67M Sell
109,748
-609
-0.6% -$20.9K 0.45% 59
2024
Q3 		$3.46M Sell
110,357
-26,117
-19% -$792K 0.41% 62
2024
Q2 		$3.74M Buy
136,474
+77
+0.1% +$1.88K 0.44% 65
2024
Q1 		$3.27M Buy
136,397
+38,112
+39% +$936K 0.37% 80
2023
Q4 		$2.65M Buy
98,285
+1,314
+1% +$27K 0.34% 66
2023
Q3 		$1.67M Buy
96,971
+4,083
+4% +$73.9K 0.24% 94
2023
Q2 		$1.49M Buy
92,888
+2,982
+3% +$47.9K 0.2% 101
2023
Q1 		$1.59M Buy
89,906
+4,853
+6% +$107K 0.22% 95
2022
Q4 		$1.96M Sell
85,053
-26,371
-24% -$639K 0.29% 74
2022
Q3 		$2.51M Buy
111,424
+3,416
+3% +$76.6K 0.43% 53
2022
Q2 		$2.14M Buy
108,008
+419
+0.4% +$8.08K 0.4% 53
2022
Q1 		$1.93M Buy
107,589
+4,797
+5% +$82K 0.32% 65
2021
Q4 		$1.72M Buy
102,792
+1,577
+2% +$27.4K 0.29% 81
2021
Q3 		$1.6M Buy
101,215
+1,057
+1% +$16.2K 0.29% 80
2021
Q2 		$1.56M Buy
100,158
+2,872
+3% +$46.5K 0.28% 85
2021
Q1 		$1.61M Buy
97,286
+1,913
+2% +$31K 0.3% 81
2020
Q4 		$1.31M Buy
95,373
+11,870
+14% +$151K 0.27% 87
2020
Q3 		$883K Buy
83,503
+3,212
+4% +$37.5K 0.21% 97
2020
Q2 		$1.02M Buy
80,291
+17,610
+28% +$187K 0.25% 82
2020
Q1 		$678K Buy
62,681
+22,316
+55% +$358K 0.21% 86
2019
Q4 		$785K Buy
40,365
+4,889
+14% +$90.1K 0.18% 101
2019
Q3 		$568K Buy
35,476
+23,400
+194% +$382K 0.13% 107
2019
Q2 		$211K Buy
+12,076
New +$202K 0.05% 133

Other funds holding AMAL

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 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
Andrew Hill Investment Advisors
Andrew Hill Investment Advisors Naples, Florida $127M AUM 39.35% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Isthmus Partners's AMAL Position: Q3 2026 in Review

Isthmus Partners reduced its Amalgamated Financial (AMAL) stake by 3.3% in Q3 2026, selling an estimated $180K and leaving 107,945 shares worth $5.13M. The position accounts for 0.49% of the portfolio, ranked #54.

Isthmus Partners first reported a position in AMAL in Q2 2019 and has held it in 30 quarters since. 30 funds tracked by Wall St. Rank hold AMAL as of Q3 2026.

  • Isthmus Partners held 107,945 shares of Amalgamated Financial worth $5.13M as of Q3 2026.
  • Isthmus Partners sold 3,733 Amalgamated Financial shares in Q3 2026, an estimated $180K.
  • Amalgamated Financial made up 0.49% of Isthmus Partners's portfolio in Q3 2026, its #54 holding.
  • Isthmus Partners first reported a position in Amalgamated Financial in Q2 2019 and has held it in 30 quarters since.
  • 30 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2026.

Based on Isthmus Partners's 13F filing for Q3 2026, filed 21 Oct 2026.