Jones Financial Companies
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Jones Financial Companies’s Amalgamated Financial AMAL Stock Holding History

Jones Financial Companies’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 		$35.8K Buy
762
+662
+662% +$27.9K ﹤0.01% 3264
2026
Q1 		$3.79K Buy
+100
New +$3.79K ﹤0.01% 3946

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Geode Capital Management
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First Manhattan
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Jones Financial Companies's AMAL Position: Q2 2026 in Review

Jones Financial Companies increased its Amalgamated Financial (AMAL) stake by 662% in Q2 2026, buying an estimated $27.9K and bringing the position to 762 shares worth $35.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3264.

Jones Financial Companies first reported a position in AMAL in Q1 2026 and has held it in 2 quarters since. 197 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

  • Jones Financial Companies held 762 shares of Amalgamated Financial worth $35.8K as of Q2 2026.
  • Jones Financial Companies bought 662 Amalgamated Financial shares in Q2 2026, an estimated $27.9K.
  • Amalgamated Financial made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3264 holding.
  • Jones Financial Companies first reported a position in Amalgamated Financial in Q1 2026 and has held it in 2 quarters since.
  • 197 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.