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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
Q2 		– Sell
-81
Closed -$3.15K – 2194
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 $6.73T AUM 46.02% 1-Year Est. Return
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

MAI Capital Management's AMAL Position: Q2 2026 in Review

MAI Capital Management sold out of Amalgamated Financial (AMAL) in Q2 2026, closing a stake of 81 shares — an estimated $3.15K sold.

MAI Capital Management first reported a position in AMAL in Q2 2025 and held it in 4 quarters. The position peaked at $3.15K in Q1 2026. 197 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

  • MAI Capital Management reported no remaining Amalgamated Financial position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 81 Amalgamated Financial shares in Q2 2026, an estimated $3.15K.
  • MAI Capital Management first reported a position in Amalgamated Financial in Q2 2025 and held it in 4 quarters.
  • MAI Capital Management's Amalgamated Financial position peaked at $3.15K in Q1 2026.
  • 197 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.