LFG
AMAL icon

Larson Financial Group’s Amalgamated Financial AMAL Stock Holding History

Larson Financial 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
Q1 		$5.91K Hold
152
– – ﹤0.01% 2519
2025
Q4 		$4.87K Buy
+152
New +$4.42K ﹤0.01% 2470

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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Adage Capital Partners
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Larson Financial Group's AMAL Position: Q1 2026 in Review

Larson Financial Group held its Amalgamated Financial (AMAL) position steady in Q1 2026 at 152 shares worth $5.91K. The position accounts for ﹤0.01% of the portfolio, ranked #2519.

Larson Financial Group first reported a position in AMAL in Q4 2025 and has held it in 2 quarters since. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

  • Larson Financial Group held 152 shares of Amalgamated Financial worth $5.91K as of Q1 2026.
  • Larson Financial Group left its Amalgamated Financial share count unchanged in Q1 2026.
  • Amalgamated Financial made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2519 holding.
  • Larson Financial Group first reported a position in Amalgamated Financial in Q4 2025 and has held it in 2 quarters since.
  • 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

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