KBC Group’s Amalgamated Financial AMAL Stock Holding History

KBC Group’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 Q3	$4.87M	Hold	102,431	–	–	0.01%	513
2026 Q2	$4.7M	Hold	102,431	–	–	0.01%	511
2026 Q1	$3.98M	Sell	102,431 -30,018	-23%	-$1.14M	0.01%	513
2025 Q4	$4.24M	Hold	132,449	–	–	0.01%	491
2025 Q3	$3.6M	Sell	132,449 -8,124	-6%	-$241K	0.01%	504
2025 Q2	$4.39M	Hold	140,573	–	–	0.01%	461
2025 Q1	$4.04M	Buy	140,573 +7,414	+6%	+$243K	0.01%	484
2024 Q4	$4.46M	Hold	133,159	–	–	0.01%	509
2024 Q3	$4.18M	Hold	133,159	–	–	0.01%	506
2024 Q2	$3.65M	Hold	133,159	–	–	0.01%	495
2024 Q1	$3.2M	Hold	133,159	–	–	0.01%	524
2023 Q4	$3.59M	Hold	133,159	–	–	0.01%	515
2023 Q3	$2.29M	Hold	133,159	–	–	0.01%	566
2023 Q2	$2.14M	Hold	133,159	–	–	0.01%	591
2023 Q1	$2.36M	Hold	133,159	–	–	0.01%	622
2022 Q4	$3.07M	Buy	+133,159	New	+$3.23M	0.01%	524

Other funds holding AMAL

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

NIA Impact Advisors Berkeley, California $232M AUM 31.81% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Arjuna Capital Durham, North Carolina $448M AUM 32.85% 1-Year Est. Return

Harrington Investments Napa, California $209M AUM 29.65% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Clean Yield Group Norwich, Vermont $412M AUM 20.54% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return

KBC Group's AMAL Position: Q3 2026 in Review

KBC Group held its Amalgamated Financial (AMAL) position steady in Q3 2026 at 102,431 shares worth $4.87M. The position accounts for 0.01% of the portfolio, ranked #513.

KBC Group first reported a position in AMAL in Q4 2022 and has held it in 16 quarters since. 57 funds tracked by Wall St. Rank hold AMAL as of Q3 2026.

KBC Group held 102,431 shares of Amalgamated Financial worth $4.87M as of Q3 2026.
KBC Group left its Amalgamated Financial share count unchanged in Q3 2026.
Amalgamated Financial made up 0.01% of KBC Group's portfolio in Q3 2026, its #513 holding.
KBC Group first reported a position in Amalgamated Financial in Q4 2022 and has held it in 16 quarters since.
57 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2026.

Based on KBC Group's 13F filing for Q3 2026, filed 22 Oct 2026.