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

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

American Century Companies Kansas City, Missouri $194B AUM 35% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

NIA Impact Advisors's AMAL Position: Q1 2026 in Review

NIA Impact Advisors reduced its Amalgamated Financial (AMAL) stake by 19% in Q1 2026, selling an estimated $863K and leaving 96,393 shares worth $3.75M. The position accounts for 1.67% of the portfolio, ranked #24.

NIA Impact Advisors first reported a position in AMAL in Q2 2022 and has held it in 14 quarters since. The position peaked at $7.63M in Q4 2024. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

NIA Impact Advisors held 96,393 shares of Amalgamated Financial worth $3.75M as of Q1 2026.
NIA Impact Advisors sold 22,763 Amalgamated Financial shares in Q1 2026, an estimated $863K.
Amalgamated Financial made up 1.67% of NIA Impact Advisors's portfolio in Q1 2026, its #24 holding.
NIA Impact Advisors first reported a position in Amalgamated Financial in Q2 2022 and has held it in 14 quarters since.
NIA Impact Advisors's Amalgamated Financial position peaked at $7.63M in Q4 2024.
176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on NIA Impact Advisors's 13F filing for Q1 2026, filed 8 May 2026.