McMillan Office’s Amalgamated Financial AMAL Stock Holding History

McMillan Office’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	$583K	Hold	15,000	–	–	0.07%	106
2025 Q4	$480K	Buy	+15,000	New	+$436K	0.06%	124

Other funds holding AMAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

McMillan Office's AMAL Position: Q1 2026 in Review

McMillan Office held its Amalgamated Financial (AMAL) position steady in Q1 2026 at 15,000 shares worth $583K. The position accounts for 0.07% of the portfolio, ranked #106.

McMillan Office first reported a position in AMAL in Q4 2025 and has held it in 2 quarters since. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

McMillan Office held 15,000 shares of Amalgamated Financial worth $583K as of Q1 2026.
McMillan Office left its Amalgamated Financial share count unchanged in Q1 2026.
Amalgamated Financial made up 0.07% of McMillan Office's portfolio in Q1 2026, its #106 holding.
McMillan Office first reported a position in Amalgamated Financial in Q4 2025 and has held it in 2 quarters since.
176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on McMillan Office's 13F filing for Q1 2026, filed 23 Apr 2026.