LSV Asset Management’s Amalgamated Financial AMAL Stock Holding History

LSV 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	$12.2M	Sell	313,358 -1,000	-0.3%	-$37.9K	0.03%	374
2025 Q4	$10.1M	Hold	314,358	–	–	0.02%	386
2025 Q3	$8.54M	Sell	314,358 -7,400	-2%	-$220K	0.02%	412
2025 Q2	$10M	Buy	321,758 +32,805	+11%	+$961K	0.02%	392
2025 Q1	$8.31M	Buy	288,953 +180,113	+165%	+$5.89M	0.02%	415
2024 Q4	$3.64M	Buy	108,840 +22,460	+26%	+$772K	0.01%	519
2024 Q3	$2.71M	Buy	86,380 +36,101	+72%	+$1.09M	0.01%	557
2024 Q2	$1.38M	Buy	+50,279	New	+$1.23M	﹤0.01%	648
2022 Q3	–	Sell	-9,400	Closed	-$186K	–	868
2022 Q2	$186K	Sell	9,400 -2,800	-23%	-$54K	﹤0.01%	812
2022 Q1	$219K	Hold	12,200	–	–	﹤0.01%	819
2021 Q4	$205K	Hold	12,200	–	–	﹤0.01%	826
2021 Q3	$193K	Hold	12,200	–	–	﹤0.01%	831
2021 Q2	$190K	Hold	12,200	–	–	﹤0.01%	851
2021 Q1	$202K	Hold	12,200	–	–	﹤0.01%	863
2020 Q4	$167K	Hold	12,200	–	–	﹤0.01%	881
2020 Q3	$129K	Hold	12,200	–	–	﹤0.01%	896
2020 Q2	$154K	Hold	12,200	–	–	﹤0.01%	913
2020 Q1	$132K	Buy	+12,200	New	+$196K	﹤0.01%	886

Other funds holding AMAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

LSV Asset Management reduced its Amalgamated Financial (AMAL) stake by 0.32% in Q1 2026, selling an estimated $37.9K and leaving 313,358 shares worth $12.2M. The position accounts for 0.03% of the portfolio, ranked #374.

LSV Asset Management first reported a position in AMAL in Q1 2020 and has held it in 18 quarters since. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

LSV Asset Management held 313,358 shares of Amalgamated Financial worth $12.2M as of Q1 2026.
LSV Asset Management sold 1,000 Amalgamated Financial shares in Q1 2026, an estimated $37.9K.
Amalgamated Financial made up 0.03% of LSV Asset Management's portfolio in Q1 2026, its #374 holding.
LSV Asset Management first reported a position in Amalgamated Financial in Q1 2020 and has held it in 18 quarters since.
176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on LSV Asset Management's 13F filing for Q1 2026, filed 11 May 2026.