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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
Q2 		$689K Hold
15,000
– – 0.08% 106
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
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

McMillan Office's AMAL Position: Q2 2026 in Review

McMillan Office held its Amalgamated Financial (AMAL) position steady in Q2 2026 at 15,000 shares worth $689K. The position accounts for 0.08% of the portfolio, ranked #106.

McMillan Office first reported a position in AMAL in Q4 2025 and has held it in 3 quarters since. 197 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

  • McMillan Office held 15,000 shares of Amalgamated Financial worth $689K as of Q2 2026.
  • McMillan Office left its Amalgamated Financial share count unchanged in Q2 2026.
  • Amalgamated Financial made up 0.08% of McMillan Office's portfolio in Q2 2026, its #106 holding.
  • McMillan Office first reported a position in Amalgamated Financial in Q4 2025 and has held it in 3 quarters since.
  • 197 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on McMillan Office's 13F filing for Q2 2026, filed 13 Aug 2026.