Ohio Public Employees Retirement System (OPERS)
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Ohio Public Employees Retirement System (OPERS)’s Amalgamated Financial AMAL Stock Holding History

Ohio Public Employees Retirement System (OPERS)’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
Q3 		– Sell
-6,081
Closed -$190K – 2307
2025
Q2 		$190K Hold
6,081
– – ﹤0.01% 1667
2025
Q1 		$175K Sell
6,081
-918
-13% -$30K ﹤0.01% 1666
2024
Q4 		$234K Buy
+6,999
New +$240K ﹤0.01% 1647
2024
Q3 		– Sell
-6,999
Closed -$192K – 2205
2024
Q2 		$192K Sell
6,999
-424
-6% -$10.3K ﹤0.01% 1371
2024
Q1 		$178K Sell
7,423
-320
-4% -$7.86K ﹤0.01% 1367
2023
Q4 		$209K Buy
7,743
+2,371
+44% +$48.8K ﹤0.01% 1368
2023
Q3 		$93K Hold
5,372
– – ﹤0.01% 1440
2023
Q2 		$86K Sell
5,372
-2,292
-30% -$36.8K ﹤0.01% 1459
2023
Q1 		$136K Hold
7,664
– – ﹤0.01% 1424
2022
Q4 		$177K Sell
7,664
-1,739
-18% -$42.1K ﹤0.01% 1412
2022
Q3 		$212K Hold
9,403
– – ﹤0.01% 1452
2022
Q2 		$186K Hold
9,403
– – ﹤0.01% 1496
2022
Q1 		$169K Hold
9,403
– – ﹤0.01% 1558
2021
Q4 		$158K Hold
9,403
– – ﹤0.01% 1572
2021
Q3 		$149K Hold
9,403
– – ﹤0.01% 1596
2021
Q2 		$147K Hold
9,403
– – ﹤0.01% 1597
2021
Q1 		$156K Hold
9,403
– – ﹤0.01% 1535
2020
Q4 		$129K Sell
9,403
-2,900
-24% -$36.9K ﹤0.01% 1532
2020
Q3 		$130K Hold
12,303
– – ﹤0.01% 1433
2020
Q2 		$156K Hold
12,303
– – ﹤0.01% 1411
2020
Q1 		$133K Buy
12,303
+2,501
+26% +$40.1K ﹤0.01% 1369
2019
Q4 		$191K Buy
+9,802
New +$181K ﹤0.01% 1401

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Ohio Public Employees Retirement System (OPERS)'s AMAL Position: Q3 2025 in Review

Ohio Public Employees Retirement System (OPERS) sold out of Amalgamated Financial (AMAL) in Q3 2025, closing a stake of 6,081 shares — an estimated $190K sold.

Ohio Public Employees Retirement System (OPERS) first reported a position in AMAL in Q4 2019 and held it in 22 quarters. The position peaked at $234K in Q4 2024. 163 funds tracked by Wall St. Rank hold AMAL as of Q3 2025.

  • Ohio Public Employees Retirement System (OPERS) reported no remaining Amalgamated Financial position as of Q3 2025 after selling out during the quarter.
  • Ohio Public Employees Retirement System (OPERS) sold 6,081 Amalgamated Financial shares in Q3 2025, an estimated $190K.
  • Ohio Public Employees Retirement System (OPERS) first reported a position in Amalgamated Financial in Q4 2019 and held it in 22 quarters.
  • Ohio Public Employees Retirement System (OPERS)'s Amalgamated Financial position peaked at $234K in Q4 2024.
  • 163 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2025.

Based on Ohio Public Employees Retirement System (OPERS)'s 13F filing for Q3 2025, filed 14 Nov 2025.