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 Q1	$3.79K	Buy	+100	New	+$3.79K	﹤0.01%	3946

Other funds holding AMAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Jones Financial Companies's AMAL Position: Q1 2026 in Review

Jones Financial Companies opened a new position in Amalgamated Financial (AMAL) in Q1 2026: 100 shares worth $3.79K. The stake represents ﹤0.01% of the portfolio and ranks #3946 among its holdings.

176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

Jones Financial Companies held 100 shares of Amalgamated Financial worth $3.79K as of Q1 2026.
Amalgamated Financial was a new Jones Financial Companies position in Q1 2026.
Amalgamated Financial made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3946 holding.
176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.