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MAI Capital Management’s Amalgamated Financial AMAL Stock Holding History

MAI Capital 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 		$3.15K Buy
81
+17
+27% +$645 ﹤0.01% 3736
2025
Q4 		$2.05K Buy
64
+20
+45% +$582 ﹤0.01% 3410
2025
Q3 		$1.2K Sell
44
-17
-28% -$505 ﹤0.01% 3458
2025
Q2 		$1.9K Buy
+61
New +$1.79K ﹤0.01% 3438

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

MAI Capital Management's AMAL Position: Q1 2026 in Review

MAI Capital Management increased its Amalgamated Financial (AMAL) stake by 27% in Q1 2026, buying an estimated $645 and bringing the position to 81 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #3736.

MAI Capital Management first reported a position in AMAL in Q2 2025 and has held it in 4 quarters since. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

  • MAI Capital Management held 81 shares of Amalgamated Financial worth $3.15K as of Q1 2026.
  • MAI Capital Management bought 17 Amalgamated Financial shares in Q1 2026, an estimated $645.
  • Amalgamated Financial made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #3736 holding.
  • MAI Capital Management first reported a position in Amalgamated Financial in Q2 2025 and has held it in 4 quarters since.
  • 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

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