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NIA Impact Advisors’s Amalgamated Financial AMAL Stock Holding History

NIA Impact 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 		$5.01M Buy
109,133
+12,740
+13% +$537K 2.08% 20
2026
Q1 		$3.75M Sell
96,393
-22,763
-19% -$863K 1.67% 24
2025
Q4 		$3.82M Sell
119,156
-4,578
-4% -$133K 1.28% 33
2025
Q3 		$3.36M Sell
123,734
-88,411
-42% -$2.63M 1.09% 39
2025
Q2 		$6.62M Sell
212,145
-1,341
-0.6% -$39.3K 2.29% 14
2025
Q1 		$6.14M Sell
213,486
-14,628
-6% -$479K 2.28% 13
2024
Q4 		$7.63M Buy
228,114
+1,646
+0.7% +$56.5K 2.48% 7
2024
Q3 		$7.1M Buy
226,468
+5,074
+2% +$154K 2.36% 15
2024
Q2 		$6.07M Sell
221,394
-13,447
-6% -$328K 2.18% 17
2024
Q1 		$5.64M Buy
+234,841
New +$5.77M 2.25% 15
2023
Q2 		$4.27M Buy
220,497
+4,423
+2% +$71K 2.43% 19
2023
Q1 		$3.82M Buy
216,074
+19,734
+10% +$434K 2.06% 24
2022
Q4 		$4.52M Buy
196,340
+31,930
+19% +$774K 2.63% 15
2022
Q3 		$3.71M Buy
164,410
+131,948
+406% +$2.96M 2.29% 19
2022
Q2 		$642K Buy
+32,462
New +$626K 0.39% 55

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

NIA Impact Advisors's AMAL Position: Q2 2026 in Review

NIA Impact Advisors increased its Amalgamated Financial (AMAL) stake by 13% in Q2 2026, buying an estimated $537K and bringing the position to 109,133 shares worth $5.01M. The position accounts for 2.08% of the portfolio, ranked #20.

NIA Impact Advisors first reported a position in AMAL in Q2 2022 and has held it in 15 quarters since. The position peaked at $7.63M in Q4 2024. 197 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

  • NIA Impact Advisors held 109,133 shares of Amalgamated Financial worth $5.01M as of Q2 2026.
  • NIA Impact Advisors bought 12,740 Amalgamated Financial shares in Q2 2026, an estimated $537K.
  • Amalgamated Financial made up 2.08% of NIA Impact Advisors's portfolio in Q2 2026, its #20 holding.
  • NIA Impact Advisors first reported a position in Amalgamated Financial in Q2 2022 and has held it in 15 quarters since.
  • NIA Impact Advisors's Amalgamated Financial position peaked at $7.63M in Q4 2024.
  • 197 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on NIA Impact Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.