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 Q2	$1.25M	Buy	27,204 +9,875	+57%	+$416K	0.06%	290
2026 Q1	$674K	Buy	+17,329	New	+$657K	0.04%	353

Other funds holding AMAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

NWAM LLC's AMAL Position: Q2 2026 in Review

NWAM LLC increased its Amalgamated Financial (AMAL) stake by 57% in Q2 2026, buying an estimated $416K and bringing the position to 27,204 shares worth $1.25M. The position accounts for 0.06% of the portfolio, ranked #290.

NWAM LLC first reported a position in AMAL in Q1 2026 and has held it in 2 quarters since. 197 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

NWAM LLC held 27,204 shares of Amalgamated Financial worth $1.25M as of Q2 2026.
NWAM LLC bought 9,875 Amalgamated Financial shares in Q2 2026, an estimated $416K.
Amalgamated Financial made up 0.06% of NWAM LLC's portfolio in Q2 2026, its #290 holding.
NWAM LLC first reported a position in Amalgamated Financial in Q1 2026 and has held it in 2 quarters since.
197 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.