Marshall Wace’s Amalgamated Financial AMAL Stock Holding History

Marshall Wace’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	$610K	Buy	+13,300	New	+$561K	﹤0.01%	2430
2022 Q4	–	Sell	-64,910	Closed	-$1.46M	–	2903
2022 Q3	$1.46M	Buy	+64,910	New	+$1.46M	﹤0.01%	2218
2022 Q1	–	Sell	-2,827	Closed	-$48K	–	3303
2021 Q4	$48K	Sell	2,827 -16,577	-85%	-$289K	﹤0.01%	3561
2021 Q3	$307K	Buy	+19,404	New	+$297K	﹤0.01%	2636
2020 Q2	–	Sell	-24,673	Closed	-$267K	–	1512
2020 Q1	$267K	Sell	24,673 -72,997	-75%	-$1.17M	﹤0.01%	1119
2019 Q4	$1.9M	Buy	97,670 +94,346	+2,838%	+$1.74M	0.01%	827
2019 Q3	$53K	Buy	+3,324	New	+$54.3K	﹤0.01%	1483
2019 Q2	–	Sell	-8,628	Closed	-$135K	–	1315
2019 Q1	$135K	Buy	+8,628	New	+$155K	﹤0.01%	1394

Other funds holding AMAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Marshall Wace's AMAL Position: Q2 2026 in Review

Marshall Wace opened a new position in Amalgamated Financial (AMAL) in Q2 2026: 13,300 shares worth $610K. The stake represents ﹤0.01% of the portfolio and ranks #2430 among its holdings. This is a return to the name: Marshall Wace previously reported a position in AMAL as recently as Q3 2022.

Marshall Wace first reported a position in AMAL in Q1 2019 and has held it in 8 quarters since. The position peaked at $1.9M in Q4 2019. 197 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

Marshall Wace held 13,300 shares of Amalgamated Financial worth $610K as of Q2 2026.
Amalgamated Financial was a new Marshall Wace position in Q2 2026.
Amalgamated Financial made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2430 holding.
Marshall Wace first reported a position in Amalgamated Financial in Q1 2019 and has held it in 8 quarters since.
Marshall Wace's Amalgamated Financial position peaked at $1.9M in Q4 2019.
197 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.