Occudo Quantitative Strategies’s Amalgamated Financial AMAL Stock Holding History

Occudo Quantitative Strategies’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
2025 Q4	–	Sell	-16,419	Closed	-$446K	–	681
2025 Q3	$446K	Buy	+16,419	New	+$488K	0.05%	419
2024 Q4	–	Sell	-13,410	Closed	-$421K	–	664
2024 Q3	$421K	Sell	13,410 -157	-1%	-$4.76K	0.08%	330
2024 Q2	$372K	Sell	13,567 -4,713	-26%	-$115K	0.07%	386
2024 Q1	$439K	Sell	18,280 -4,125	-18%	-$101K	0.08%	343
2023 Q4	$604K	Buy	+22,405	New	+$461K	0.08%	335
2023 Q3	–	Sell	-26,622	Closed	-$428K	–	951
2023 Q2	$428K	Buy	+26,622	New	+$427K	0.04%	603
2022 Q4	–	Sell	-35,833	Closed	-$808K	–	937
2022 Q3	$808K	Buy	+35,833	New	+$804K	0.06%	492

Other funds holding AMAL

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Occudo Quantitative Strategies's AMAL Position: Q4 2025 in Review

Occudo Quantitative Strategies sold out of Amalgamated Financial (AMAL) in Q4 2025, closing a stake of 16,419 shares — an estimated $446K sold.

Occudo Quantitative Strategies first reported a position in AMAL in Q3 2022 and held it in 7 quarters. The position peaked at $808K in Q3 2022. 173 funds tracked by Wall St. Rank hold AMAL as of Q4 2025.

Occudo Quantitative Strategies reported no remaining Amalgamated Financial position as of Q4 2025 after selling out during the quarter.
Occudo Quantitative Strategies sold 16,419 Amalgamated Financial shares in Q4 2025, an estimated $446K.
Occudo Quantitative Strategies first reported a position in Amalgamated Financial in Q3 2022 and held it in 7 quarters.
Occudo Quantitative Strategies's Amalgamated Financial position peaked at $808K in Q3 2022.
173 funds tracked by Wall St. Rank held Amalgamated Financial as of Q4 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2025, filed 17 Feb 2026.