JO
AMAL icon

John Overdeck’s Amalgamated Financial AMAL Stock Holding History

John Overdeck’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 		$3.96M Sell
86,222
-24,406
-22% -$1.03M ﹤0.01% 2370
2026
Q1 		$4.3M Sell
110,628
-20,900
-16% -$793K ﹤0.01% 2106
2025
Q4 		$4.21M Buy
131,528
+32,410
+33% +$943K 0.01% 1863
2025
Q3 		$2.69M Buy
99,118
+41,300
+71% +$1.23M ﹤0.01% 1933
2025
Q2 		$1.8M Sell
57,818
-19,882
-26% -$582K ﹤0.01% 1914
2025
Q1 		$2.23M Buy
77,700
+31,700
+69% +$1.04M ﹤0.01% 1664
2024
Q4 		$1.54M Sell
46,000
-25,801
-36% -$886K ﹤0.01% 1890
2024
Q3 		$2.25M Buy
71,801
+22,601
+46% +$685K ﹤0.01% 1598
2024
Q2 		$1.35M Buy
49,200
+16,300
+50% +$398K ﹤0.01% 1806
2024
Q1 		$790K Buy
+32,900
New +$808K ﹤0.01% 2098
2020
Q2 		– Sell
-34,430
Closed -$373K – 2904
2020
Q1 		$373K Sell
34,430
-42,071
-55% -$674K ﹤0.01% 2146
2019
Q4 		$1.49M Buy
76,501
+65,732
+610% +$1.21M ﹤0.01% 1833
2019
Q3 		$173K Sell
10,769
-809
-7% -$13.2K ﹤0.01% 3228
2019
Q2 		$202K Buy
+11,578
New +$194K ﹤0.01% 3084

Other funds holding AMAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

John Overdeck's AMAL Position: Q2 2026 in Review

John Overdeck reduced its Amalgamated Financial (AMAL) stake by 22% in Q2 2026, selling an estimated $1.03M and leaving 86,222 shares worth $3.96M. The position accounts for ﹤0.01% of the portfolio, ranked #2370.

John Overdeck first reported a position in AMAL in Q2 2019 and has held it in 14 quarters since. The position peaked at $4.3M in Q1 2026. 195 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

  • John Overdeck held 86,222 shares of Amalgamated Financial worth $3.96M as of Q2 2026.
  • John Overdeck sold 24,406 Amalgamated Financial shares in Q2 2026, an estimated $1.03M.
  • Amalgamated Financial made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2370 holding.
  • John Overdeck first reported a position in Amalgamated Financial in Q2 2019 and has held it in 14 quarters since.
  • John Overdeck's Amalgamated Financial position peaked at $4.3M in Q1 2026.
  • 195 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.