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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
Q2 		$6.98K Hold
152
– – ﹤0.01% 2613
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

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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

Larson Financial Group's AMAL Position: Q2 2026 in Review

Larson Financial Group held its Amalgamated Financial (AMAL) position steady in Q2 2026 at 152 shares worth $6.98K. The position accounts for ﹤0.01% of the portfolio, ranked #2613.

Larson Financial Group first reported a position in AMAL in Q4 2025 and has held it in 3 quarters since. 196 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

  • Larson Financial Group held 152 shares of Amalgamated Financial worth $6.98K as of Q2 2026.
  • Larson Financial Group left its Amalgamated Financial share count unchanged in Q2 2026.
  • Amalgamated Financial made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2613 holding.
  • Larson Financial Group first reported a position in Amalgamated Financial in Q4 2025 and has held it in 3 quarters since.
  • 196 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

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