Jacobs Levy Equity Management
AMAL icon

Jacobs Levy Equity Management’s Amalgamated Financial AMAL Stock Holding History

Jacobs Levy Equity Management’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
2025
Q3 		– Sell
-39,612
Closed -$1.24M – 961
2025
Q2 		$1.24M Sell
39,612
-57
-0.1% -$1.67K ﹤0.01% 718
2025
Q1 		$1.14M Sell
39,669
-918
-2% -$30K ﹤0.01% 786
2024
Q4 		$1.36M Buy
40,587
+1,247
+3% +$42.8K ﹤0.01% 666
2024
Q3 		$1.23M Hold
39,340
– – ﹤0.01% 691
2024
Q2 		$1.08M Buy
39,340
+5,215
+15% +$127K ﹤0.01% 720
2024
Q1 		$819K Sell
34,125
-320
-0.9% -$7.86K ﹤0.01% 754
2023
Q4 		$928K Buy
34,445
+7,202
+26% +$148K ﹤0.01% 734
2023
Q3 		$469K Sell
27,243
-85
-0.3% -$1.54K ﹤0.01% 812
2023
Q2 		$440K Sell
27,328
-25,543
-48% -$410K ﹤0.01% 842
2023
Q1 		$935K Sell
52,871
-23,909
-31% -$526K 0.01% 710
2022
Q4 		$1.77M Sell
76,780
-3,801
-5% -$92.1K 0.01% 580
2022
Q3 		$1.82M Buy
80,581
+297
+0.4% +$6.66K 0.01% 578
2022
Q2 		$1.59M Sell
80,284
-789
-1% -$15.2K 0.01% 654
2022
Q1 		$1.46M Sell
81,073
-1,769
-2% -$30.2K 0.01% 687
2021
Q4 		$1.39M Buy
82,842
+590
+0.7% +$10.3K 0.01% 682
2021
Q3 		$1.3M Sell
82,252
-601
-0.7% -$9.2K 0.01% 696
2021
Q2 		$1.29M Buy
82,853
+4,055
+5% +$65.7K 0.01% 694
2021
Q1 		$1.31M Sell
78,798
-5,594
-7% -$90.7K 0.01% 681
2020
Q4 		$1.16M Sell
84,392
-8,315
-9% -$106K 0.01% 684
2020
Q3 		$981K Sell
92,707
-8,672
-9% -$101K 0.01% 670
2020
Q2 		$1.28M Buy
101,379
+13,825
+16% +$146K 0.01% 618
2020
Q1 		$947K Buy
87,554
+12,149
+16% +$195K 0.01% 634
2019
Q4 		$1.47M Buy
+75,405
New +$1.39M 0.01% 608

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Jacobs Levy Equity Management's AMAL Position: Q3 2025 in Review

Jacobs Levy Equity Management sold out of Amalgamated Financial (AMAL) in Q3 2025, closing a stake of 39,612 shares — an estimated $1.24M sold.

Jacobs Levy Equity Management first reported a position in AMAL in Q4 2019 and held it in 23 quarters. The position peaked at $1.82M in Q3 2022. 163 funds tracked by Wall St. Rank hold AMAL as of Q3 2025.

  • Jacobs Levy Equity Management reported no remaining Amalgamated Financial position as of Q3 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 39,612 Amalgamated Financial shares in Q3 2025, an estimated $1.24M.
  • Jacobs Levy Equity Management first reported a position in Amalgamated Financial in Q4 2019 and held it in 23 quarters.
  • Jacobs Levy Equity Management's Amalgamated Financial position peaked at $1.82M in Q3 2022.
  • 163 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2025, filed 17 Nov 2025.