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Neumeier Poma Investment Counsel’s Amalgamated Financial AMAL Stock Holding History

Neumeier Poma Investment Counsel’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
-242,155
Closed -$6.96M – 42
2025
Q1 		$6.96M Sell
242,155
-149,040
-38% -$4.88M 0.75% 43
2024
Q4 		$13.1M Buy
+391,195
New +$13.4M 1.27% 37

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

Neumeier Poma Investment Counsel's AMAL Position: Q2 2025 in Review

Neumeier Poma Investment Counsel sold out of Amalgamated Financial (AMAL) in Q2 2025, closing a stake of 242,155 shares — an estimated $6.96M sold.

Neumeier Poma Investment Counsel first reported a position in AMAL in Q4 2024 and held it in 2 quarters. The position peaked at $13.1M in Q4 2024. 177 funds tracked by Wall St. Rank hold AMAL as of Q2 2025.

  • Neumeier Poma Investment Counsel reported no remaining Amalgamated Financial position as of Q2 2025 after selling out during the quarter.
  • Neumeier Poma Investment Counsel sold 242,155 Amalgamated Financial shares in Q2 2025, an estimated $6.96M.
  • Neumeier Poma Investment Counsel first reported a position in Amalgamated Financial in Q4 2024 and held it in 2 quarters.
  • Neumeier Poma Investment Counsel's Amalgamated Financial position peaked at $13.1M in Q4 2024.
  • 177 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2025.

Based on Neumeier Poma Investment Counsel's 13F filing for Q2 2025, filed 12 Aug 2025.