Lindbrook Capital’s Amalgamated Financial AMAL Stock Holding History

Lindbrook Capital’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
2025 Q1	$11.6K	Hold	403	–	–	﹤0.01%	1590
2024 Q4	$13.5K	Hold	403	–	–	﹤0.01%	1490
2024 Q3	$12.6K	Hold	403	–	–	﹤0.01%	1551
2024 Q2	$11K	Hold	403	–	–	﹤0.01%	1574
2024 Q1	$9.67K	Hold	403	–	–	﹤0.01%	1593
2023 Q4	$10.9K	Buy	403 +177	+78%	+$3.64K	﹤0.01%	1510
2023 Q3	$3.89K	Buy	226 +138	+157%	+$2.5K	﹤0.01%	1875
2023 Q2	$1.42K	Sell	88 -74	-46%	-$1.19K	﹤0.01%	2285
2023 Q1	$2.87K	Buy	162 +78	+93%	+$1.72K	﹤0.01%	2094
2022 Q4	$1.94K	Sell	84 -251	-75%	-$6.08K	﹤0.01%	2240
2022 Q3	$8K	Buy	335 +168	+101%	+$3.77K	﹤0.01%	1397
2022 Q2	$3K	Buy	+167	New	+$3.22K	﹤0.01%	1734

Other funds holding AMAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Lindbrook Capital's AMAL Position: Q1 2025 in Review

Lindbrook Capital held its Amalgamated Financial (AMAL) position steady in Q1 2025 at 403 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

Lindbrook Capital first reported a position in AMAL in Q2 2022 and has held it in 12 quarters since. The position peaked at $13.5K in Q4 2024. 185 funds tracked by Wall St. Rank hold AMAL as of Q1 2025.

Lindbrook Capital held 403 shares of Amalgamated Financial worth $11.6K as of Q1 2025.
Lindbrook Capital left its Amalgamated Financial share count unchanged in Q1 2025.
Amalgamated Financial made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1590 holding.
Lindbrook Capital first reported a position in Amalgamated Financial in Q2 2022 and has held it in 12 quarters since.
Lindbrook Capital's Amalgamated Financial position peaked at $13.5K in Q4 2024.
185 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.