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

Mackenzie 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
2025
Q2 		– Sell
-17,406
Closed -$500K – 1704
2025
Q1 		$500K Buy
17,406
+2,117
+14% +$69.3K ﹤0.01% 1199
2024
Q4 		$512K Buy
+15,289
New +$525K ﹤0.01% 1169

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Mackenzie Financial's AMAL Position: Q2 2025 in Review

Mackenzie Financial sold out of Amalgamated Financial (AMAL) in Q2 2025, closing a stake of 17,406 shares — an estimated $500K sold.

Mackenzie Financial first reported a position in AMAL in Q4 2024 and held it in 2 quarters. The position peaked at $512K in Q4 2024. 177 funds tracked by Wall St. Rank hold AMAL as of Q2 2025.

  • Mackenzie Financial reported no remaining Amalgamated Financial position as of Q2 2025 after selling out during the quarter.
  • Mackenzie Financial sold 17,406 Amalgamated Financial shares in Q2 2025, an estimated $500K.
  • Mackenzie Financial first reported a position in Amalgamated Financial in Q4 2024 and held it in 2 quarters.
  • Mackenzie Financial's Amalgamated Financial position peaked at $512K in Q4 2024.
  • 177 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2025.

Based on Mackenzie Financial's 13F filing for Q2 2025, filed 13 Aug 2025.