Massachusetts Financial Services
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Massachusetts Financial Services’s Amalgamated Financial AMAL Stock Holding History

Massachusetts Financial Services’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
-84,171
Closed -$2.42M – 885
2025
Q1 		$2.42M Sell
84,171
-1,918
-2% -$62.7K ﹤0.01% 738
2024
Q4 		$2.88M Sell
86,089
-2,570
-3% -$88.3K ﹤0.01% 728
2024
Q3 		$2.78M Sell
88,659
-2,148
-2% -$65.1K ﹤0.01% 705
2024
Q2 		$2.49M Buy
90,807
+3,047
+3% +$74.4K ﹤0.01% 728
2024
Q1 		$2.11M Buy
+87,760
New +$2.16M ﹤0.01% 732
2023
Q1 		– Sell
-82,414
Closed -$1.9M – 842
2022
Q4 		$1.9M Buy
+82,414
New +$2M ﹤0.01% 736

Other funds holding AMAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Massachusetts Financial Services's AMAL Position: Q2 2025 in Review

Massachusetts Financial Services sold out of Amalgamated Financial (AMAL) in Q2 2025, closing a stake of 84,171 shares — an estimated $2.42M sold.

Massachusetts Financial Services first reported a position in AMAL in Q4 2022 and held it in 6 quarters. The position peaked at $2.88M in Q4 2024. 177 funds tracked by Wall St. Rank hold AMAL as of Q2 2025.

  • Massachusetts Financial Services reported no remaining Amalgamated Financial position as of Q2 2025 after selling out during the quarter.
  • Massachusetts Financial Services sold 84,171 Amalgamated Financial shares in Q2 2025, an estimated $2.42M.
  • Massachusetts Financial Services first reported a position in Amalgamated Financial in Q4 2022 and held it in 6 quarters.
  • Massachusetts Financial Services's Amalgamated Financial position peaked at $2.88M in Q4 2024.
  • 177 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2025.

Based on Massachusetts Financial Services's 13F filing for Q2 2025, filed 8 Aug 2025.