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 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	$3.13K	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	$1.01M	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

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

PWA

Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

Isthmus Partners's AMAL Position: Q2 2026 in Review

Isthmus Partners reduced its Amalgamated Financial (AMAL) stake by 0.79% in Q2 2026, selling an estimated $37.6K and leaving 111,678 shares worth $5.13M. The position accounts for 0.5% of the portfolio, ranked #56.

Isthmus Partners first reported a position in AMAL in Q2 2019 and has held it in 29 quarters since. 13 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

Isthmus Partners held 111,678 shares of Amalgamated Financial worth $5.13M as of Q2 2026.
Isthmus Partners sold 892 Amalgamated Financial shares in Q2 2026, an estimated $37.6K.
Amalgamated Financial made up 0.5% of Isthmus Partners's portfolio in Q2 2026, its #56 holding.
Isthmus Partners first reported a position in Amalgamated Financial in Q2 2019 and has held it in 29 quarters since.
13 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.