MAM
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Martingale Asset Management’s Amalgamated Financial AMAL Stock Holding History

Martingale 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 		$2.29M Sell
58,961
-19,764
-25% -$749K 0.06% 312
2025
Q4 		$2.52M Buy
78,725
+3,720
+5% +$108K 0.06% 268
2025
Q3 		$2.04M Buy
75,005
+7,107
+10% +$211K 0.05% 310
2025
Q2 		$2.12M Buy
67,898
+1,304
+2% +$38.2K 0.05% 294
2025
Q1 		$1.91M Sell
66,594
-3,980
-6% -$130K 0.05% 306
2024
Q4 		$2.36M Sell
70,574
-2,299
-3% -$79K 0.06% 271
2024
Q3 		$2.29M Buy
72,873
+1,450
+2% +$44K 0.05% 282
2024
Q2 		$1.96M Buy
71,423
+21,087
+42% +$515K 0.04% 305
2024
Q1 		$1.21M Hold
50,336
– – 0.02% 425
2023
Q4 		$1.36M Sell
50,336
-6,685
-12% -$138K 0.03% 378
2023
Q3 		$982K Sell
57,021
-12,043
-17% -$218K 0.02% 441
2023
Q2 		$1.11M Sell
69,064
-5,165
-7% -$82.9K 0.02% 418
2023
Q1 		$1.31M Buy
74,229
+1,263
+2% +$27.8K 0.03% 369
2022
Q4 		$1.68M Buy
72,966
+556
+0.8% +$13.5K 0.03% 305
2022
Q3 		$1.63M Buy
72,410
+4,503
+7% +$101K 0.03% 298
2022
Q2 		$1.34M Buy
67,907
+2,931
+5% +$56.5K 0.02% 380
2022
Q1 		$1.17M Sell
64,976
-2,700
-4% -$46.1K 0.02% 436
2021
Q4 		$1.14M Sell
67,676
-11,399
-14% -$198K 0.01% 462
2021
Q3 		$1.25M Buy
79,075
+5,088
+7% +$77.9K 0.02% 456
2021
Q2 		$1.16M Buy
73,987
+9,207
+14% +$149K 0.01% 365
2021
Q1 		$1.07M Buy
64,780
+2,307
+4% +$37.4K 0.01% 402
2020
Q4 		$859K Sell
62,473
-67,505
-52% -$859K 0.01% 480
2020
Q3 		$1.38M Sell
129,978
-57,291
-31% -$669K 0.02% 532
2020
Q2 		$2.37M Buy
187,269
+40,618
+28% +$430K 0.03% 473
2020
Q1 		$1.59M Buy
146,651
+119,908
+448% +$1.92M 0.02% 545
2019
Q4 		$521K Buy
+26,743
New +$493K 0.01% 861
2019
Q1 		– Sell
-15,100
Closed -$295K – 1000
2018
Q4 		$295K Buy
+15,100
New +$296K ﹤0.01% 922

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

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

Martingale Asset Management reduced its Amalgamated Financial (AMAL) stake by 25% in Q1 2026, selling an estimated $749K and leaving 58,961 shares worth $2.29M. The position accounts for 0.06% of the portfolio, ranked #312.

Martingale Asset Management first reported a position in AMAL in Q4 2018 and has held it in 27 quarters since. The position peaked at $2.52M in Q4 2025. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

  • Martingale Asset Management held 58,961 shares of Amalgamated Financial worth $2.29M as of Q1 2026.
  • Martingale Asset Management sold 19,764 Amalgamated Financial shares in Q1 2026, an estimated $749K.
  • Amalgamated Financial made up 0.06% of Martingale Asset Management's portfolio in Q1 2026, its #312 holding.
  • Martingale Asset Management first reported a position in Amalgamated Financial in Q4 2018 and has held it in 27 quarters since.
  • Martingale Asset Management's Amalgamated Financial position peaked at $2.52M in Q4 2025.
  • 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

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