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Natural Investments’s Amalgamated Financial AMAL Stock Holding History

Natural Investments’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 		$864K Sell
22,239
-238
-1% -$9.03K 0.21% 104
2025
Q4 		$719K Buy
22,477
+2,821
+14% +$82.1K 0.18% 116
2025
Q3 		$533K Sell
19,656
-1,491
-7% -$44.3K 0.13% 129
2025
Q2 		$659K Buy
21,147
+652
+3% +$19.1K 0.17% 118
2025
Q1 		$589K Sell
20,495
-153
-0.7% -$5K 0.17% 120
2024
Q4 		$691K Buy
+20,648
New +$709K 0.19% 117

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

Natural Investments's AMAL Position: Q1 2026 in Review

Natural Investments reduced its Amalgamated Financial (AMAL) stake by 1.1% in Q1 2026, selling an estimated $9.03K and leaving 22,239 shares worth $864K. The position accounts for 0.21% of the portfolio, ranked #104.

Natural Investments first reported a position in AMAL in Q4 2024 and has held it in 6 quarters since. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

  • Natural Investments held 22,239 shares of Amalgamated Financial worth $864K as of Q1 2026.
  • Natural Investments sold 238 Amalgamated Financial shares in Q1 2026, an estimated $9.03K.
  • Amalgamated Financial made up 0.21% of Natural Investments's portfolio in Q1 2026, its #104 holding.
  • Natural Investments first reported a position in Amalgamated Financial in Q4 2024 and has held it in 6 quarters since.
  • 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on Natural Investments's 13F filing for Q1 2026, filed 1 May 2026.