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NWAM LLC’s Amalgamated Financial AMAL Stock Holding History

NWAM LLC’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 		$674K Buy
+17,329
New +$657K 0.04% 353

Other funds holding AMAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

NWAM LLC's AMAL Position: Q1 2026 in Review

NWAM LLC opened a new position in Amalgamated Financial (AMAL) in Q1 2026: 17,329 shares worth $674K. The stake represents 0.04% of the portfolio and ranks #353 among its holdings.

176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

  • NWAM LLC held 17,329 shares of Amalgamated Financial worth $674K as of Q1 2026.
  • Amalgamated Financial was a new NWAM LLC position in Q1 2026.
  • Amalgamated Financial made up 0.04% of NWAM LLC's portfolio in Q1 2026, its #353 holding.
  • 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.