NewEdge Advisors’s Amalgamated Financial AMAL Stock Holding History

NewEdge 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
2025 Q4	–	Sell	-928	Closed	-$25.2K	–	4212
2025 Q3	$25.2K	Hold	928	–	–	﹤0.01%	3045
2025 Q2	$29K	Hold	928	–	–	﹤0.01%	2835
2025 Q1	$26.7K	Buy	928 +178	+24%	+$5.82K	﹤0.01%	2760
2024 Q4	$25.1K	Hold	750	–	–	﹤0.01%	2745
2024 Q3	$23.5K	Hold	750	–	–	﹤0.01%	2674
2024 Q2	$20.6K	Hold	750	–	–	﹤0.01%	2613
2024 Q1	$18K	Hold	750	–	–	﹤0.01%	2663
2023 Q4	$20.2K	Hold	750	–	–	﹤0.01%	2572
2023 Q3	$12.9K	Hold	750	–	–	﹤0.01%	2494
2023 Q2	$12.1K	Buy	+750	New	+$12K	﹤0.01%	2544

Other funds holding AMAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

NewEdge Advisors's AMAL Position: Q4 2025 in Review

NewEdge Advisors sold out of Amalgamated Financial (AMAL) in Q4 2025, closing a stake of 928 shares — an estimated $25.2K sold.

NewEdge Advisors first reported a position in AMAL in Q2 2023 and held it in 10 quarters. The position peaked at $29K in Q2 2025. 173 funds tracked by Wall St. Rank hold AMAL as of Q4 2025.

NewEdge Advisors reported no remaining Amalgamated Financial position as of Q4 2025 after selling out during the quarter.
NewEdge Advisors sold 928 Amalgamated Financial shares in Q4 2025, an estimated $25.2K.
NewEdge Advisors first reported a position in Amalgamated Financial in Q2 2023 and held it in 10 quarters.
NewEdge Advisors's Amalgamated Financial position peaked at $29K in Q2 2025.
173 funds tracked by Wall St. Rank held Amalgamated Financial as of Q4 2025.

Based on NewEdge Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.