Nisa Investment Advisors
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Nisa Investment Advisors’s Amalgamated Financial AMAL Stock Holding History

Nisa Investment 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 		$36.1K Buy
786
+523
+199% +$22.1K ﹤0.01% 1984
2026
Q1 		$10.2K Buy
263
+14
+6% +$531 ﹤0.01% 2240
2025
Q4 		$7.97K Buy
249
+208
+507% +$6.05K ﹤0.01% 2319
2025
Q3 		$1.11K Hold
41
– – ﹤0.01% 2720
2025
Q2 		$1.28K Hold
41
– – ﹤0.01% 2694
2025
Q1 		$1.18K Hold
41
– – ﹤0.01% 2594
2024
Q4 		$1.37K Hold
41
– – ﹤0.01% 2596
2024
Q3 		$1.29K Hold
41
– – ﹤0.01% 2513
2024
Q2 		$1.12K Sell
41
-5
-11% -$122 ﹤0.01% 2491
2024
Q1 		$1.1K Hold
46
– – ﹤0.01% 2348
2023
Q4 		$1.24K Hold
46
– – ﹤0.01% 2227
2023
Q3 		$792 Hold
46
– – ﹤0.01% 2431
2023
Q2 		$740 Buy
+46
New +$739 ﹤0.01% 2475

Other funds holding AMAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
NIA
NIA Impact Advisors Berkeley, California $241M AUM 44.09% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
HI
Harrington Investments Napa, California $206M AUM 35.31% 1-Year Est. Return

Nisa Investment Advisors's AMAL Position: Q2 2026 in Review

Nisa Investment Advisors increased its Amalgamated Financial (AMAL) stake by 199% in Q2 2026, buying an estimated $22.1K and bringing the position to 786 shares worth $36.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1984.

Nisa Investment Advisors first reported a position in AMAL in Q2 2023 and has held it in 13 quarters since. 75 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

  • Nisa Investment Advisors held 786 shares of Amalgamated Financial worth $36.1K as of Q2 2026.
  • Nisa Investment Advisors bought 523 Amalgamated Financial shares in Q2 2026, an estimated $22.1K.
  • Amalgamated Financial made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1984 holding.
  • Nisa Investment Advisors first reported a position in Amalgamated Financial in Q2 2023 and has held it in 13 quarters since.
  • 75 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.