New England Capital Financial Advisors’s Amalgamated Financial AMAL Stock Holding History

New England Capital Financial Advisors’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	$13.8K	Hold	300	–	–	﹤0.01%	237
2026 Q1	$11.7K	Hold	300	–	–	﹤0.01%	243
2025 Q4	$9.61K	Hold	300	–	–	﹤0.01%	267
2025 Q3	$8.14K	Hold	300	–	–	﹤0.01%	279
2025 Q2	$9.36K	Hold	300	–	–	﹤0.01%	258
2025 Q1	$8.63K	Hold	300	–	–	﹤0.01%	244
2024 Q4	$10K	Hold	300	–	–	﹤0.01%	233
2024 Q3	$9.41K	Hold	300	–	–	﹤0.01%	235
2024 Q2	$8.22K	Hold	300	–	–	﹤0.01%	237
2024 Q1	$7.2K	Hold	300	–	–	﹤0.01%	243
2023 Q4	$8.08K	Buy	+300	New	+$6.17K	﹤0.01%	247

Other funds holding AMAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

New England Capital Financial Advisors's AMAL Position: Q2 2026 in Review

New England Capital Financial Advisors held its Amalgamated Financial (AMAL) position steady in Q2 2026 at 300 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

New England Capital Financial Advisors first reported a position in AMAL in Q4 2023 and has held it in 11 quarters since. 105 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

New England Capital Financial Advisors held 300 shares of Amalgamated Financial worth $13.8K as of Q2 2026.
New England Capital Financial Advisors left its Amalgamated Financial share count unchanged in Q2 2026.
Amalgamated Financial made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #237 holding.
New England Capital Financial Advisors first reported a position in Amalgamated Financial in Q4 2023 and has held it in 11 quarters since.
105 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.