LPL Financial
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LPL Financial’s Amalgamated Financial AMAL Stock Holding History

LPL Financial’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 		$294K Sell
6,411
-704
-10% -$29.7K ﹤0.01% 5475
2026
Q1 		$277K Buy
7,115
+400
+6% +$15.2K ﹤0.01% 5240
2025
Q4 		$215K Buy
+6,715
New +$195K ﹤0.01% 5397

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

LPL Financial's AMAL Position: Q2 2026 in Review

LPL Financial reduced its Amalgamated Financial (AMAL) stake by 9.9% in Q2 2026, selling an estimated $29.7K and leaving 6,411 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #5475.

LPL Financial first reported a position in AMAL in Q4 2025 and has held it in 3 quarters since. 197 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

  • LPL Financial held 6,411 shares of Amalgamated Financial worth $294K as of Q2 2026.
  • LPL Financial sold 704 Amalgamated Financial shares in Q2 2026, an estimated $29.7K.
  • Amalgamated Financial made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5475 holding.
  • LPL Financial first reported a position in Amalgamated Financial in Q4 2025 and has held it in 3 quarters since.
  • 197 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.