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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
Q2 		$1.01M Sell
22,061
-178
-0.8% -$7.5K 0.22% 91
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 $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

Natural Investments's AMAL Position: Q2 2026 in Review

Natural Investments reduced its Amalgamated Financial (AMAL) stake by 0.8% in Q2 2026, selling an estimated $7.5K and leaving 22,061 shares worth $1.01M. The position accounts for 0.22% of the portfolio, ranked #91.

Natural Investments first reported a position in AMAL in Q4 2024 and has held it in 7 quarters since. 197 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

  • Natural Investments held 22,061 shares of Amalgamated Financial worth $1.01M as of Q2 2026.
  • Natural Investments sold 178 Amalgamated Financial shares in Q2 2026, an estimated $7.5K.
  • Amalgamated Financial made up 0.22% of Natural Investments's portfolio in Q2 2026, its #91 holding.
  • Natural Investments first reported a position in Amalgamated Financial in Q4 2024 and has held it in 7 quarters since.
  • 197 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.