Lazard Asset Management
AMAL icon

Lazard Asset Management’s Amalgamated Financial AMAL Stock Holding History

Lazard Asset Management’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 		$1.85M Sell
47,473
-6,251
-12% -$237K ﹤0.01% 931
2025
Q4 		$1.72M Buy
+53,724
New +$1.56M ﹤0.01% 934
2025
Q3 		– Sell
-3,722
Closed -$115K – 1829
2025
Q2 		$115K Sell
3,722
-75,104
-95% -$2.2M ﹤0.01% 1843
2025
Q1 		$2.27M Buy
78,826
+12,976
+20% +$425K ﹤0.01% 934
2024
Q4 		$2.2M Buy
65,850
+12,086
+22% +$415K ﹤0.01% 846
2024
Q3 		$1.69M Buy
53,764
+21,730
+68% +$659K ﹤0.01% 911
2024
Q2 		$876K Buy
32,034
+16,434
+105% +$401K ﹤0.01% 1006
2024
Q1 		$373K Buy
15,600
+6,030
+63% +$148K ﹤0.01% 1123
2023
Q4 		$257K Buy
9,570
+1,092
+13% +$22.5K ﹤0.01% 1311
2023
Q3 		$145K Buy
8,478
+1,073
+14% +$19.4K ﹤0.01% 1495
2023
Q2 		$119K Buy
7,405
+3,375
+84% +$54.2K ﹤0.01% 1512
2023
Q1 		$71K Buy
4,030
+2,456
+156% +$54.1K ﹤0.01% 1659
2022
Q4 		$36K Sell
1,574
-1,566
-50% -$37.9K ﹤0.01% 1945
2022
Q3 		$70K Sell
3,140
-1,919
-38% -$43K ﹤0.01% 1635
2022
Q2 		$100K Buy
5,059
+1,878
+59% +$36.2K ﹤0.01% 1505
2022
Q1 		$57K Hold
3,181
– – ﹤0.01% 1672
2021
Q4 		$53K Sell
3,181
-1,309
-29% -$22.8K ﹤0.01% 1710
2021
Q3 		$71K Buy
4,490
+2,250
+100% +$34.4K ﹤0.01% 1525
2021
Q2 		$35K Hold
2,240
– – ﹤0.01% 1728
2021
Q1 		$37K Buy
+2,240
New +$36.3K ﹤0.01% 1564

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

Lazard Asset Management's AMAL Position: Q1 2026 in Review

Lazard Asset Management reduced its Amalgamated Financial (AMAL) stake by 12% in Q1 2026, selling an estimated $237K and leaving 47,473 shares worth $1.85M. The position accounts for ﹤0.01% of the portfolio, ranked #931.

Lazard Asset Management first reported a position in AMAL in Q1 2021 and has held it in 20 quarters since. The position peaked at $2.27M in Q1 2025. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

  • Lazard Asset Management held 47,473 shares of Amalgamated Financial worth $1.85M as of Q1 2026.
  • Lazard Asset Management sold 6,251 Amalgamated Financial shares in Q1 2026, an estimated $237K.
  • Amalgamated Financial made up ﹤0.01% of Lazard Asset Management's portfolio in Q1 2026, its #931 holding.
  • Lazard Asset Management first reported a position in Amalgamated Financial in Q1 2021 and has held it in 20 quarters since.
  • Lazard Asset Management's Amalgamated Financial position peaked at $2.27M in Q1 2025.
  • 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on Lazard Asset Management's 13F filing for Q1 2026, filed 15 May 2026.