Osaic Holdings
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Osaic Holdings’s Amalgamated Financial AMAL Stock Holding History

Osaic Holdings’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 		$9.56K Sell
246
-49
-17% -$1.86K ﹤0.01% 6322
2025
Q4 		$9.45K Sell
295
-323
-52% -$9.4K ﹤0.01% 6381
2025
Q3 		$16.8K Sell
618
-462
-43% -$13.7K ﹤0.01% 6044
2025
Q2 		$33.7K Buy
1,080
+391
+57% +$11.5K ﹤0.01% 5323
2025
Q1 		$19.8K Sell
689
-1,237
-64% -$40.5K ﹤0.01% 5371
2024
Q4 		$64.5K Buy
1,926
+237
+14% +$8.14K ﹤0.01% 4509
2024
Q3 		$53K Sell
1,689
-2,391
-59% -$72.5K ﹤0.01% 4704
2024
Q2 		$112K Sell
4,080
-1,019
-20% -$24.9K ﹤0.01% 4045
2024
Q1 		$122K Sell
5,099
-2,720
-35% -$66.8K ﹤0.01% 4092
2023
Q4 		$211K Buy
7,819
+1,098
+16% +$22.6K ﹤0.01% 3879
2023
Q3 		$116K Sell
6,721
-1,053
-14% -$19.1K ﹤0.01% 4399
2023
Q2 		$125K Sell
7,774
-774
-9% -$12.4K ﹤0.01% 4264
2023
Q1 		$151K Sell
8,548
-692
-7% -$15.2K ﹤0.01% 4096
2022
Q4 		$214K Buy
9,240
+1,856
+25% +$45K ﹤0.01% 3784
2022
Q3 		$166K Sell
7,384
-30
-0.4% -$673 ﹤0.01% 3919
2022
Q2 		$147K Sell
7,414
-2,839
-28% -$54.8K ﹤0.01% 4074
2022
Q1 		$184K Buy
10,253
+148
+1% +$2.53K ﹤0.01% 4098
2021
Q4 		$169K Buy
10,105
+400
+4% +$6.96K ﹤0.01% 4106
2021
Q3 		$153K Buy
9,705
+4,830
+99% +$73.9K ﹤0.01% 4143
2021
Q2 		$76K Buy
4,875
+4,750
+3,800% +$76.9K ﹤0.01% 4709
2021
Q1 		$2K Buy
+125
New +$2.03K ﹤0.01% 6455
2020
Q3 		– Sell
-39
Closed – – 6186
2020
Q2 		$0 Hold
39
– – ﹤0.01% 6089
2020
Q1 		$0 Buy
+39
New +$625 ﹤0.01% 6036

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

Osaic Holdings's AMAL Position: Q1 2026 in Review

Osaic Holdings reduced its Amalgamated Financial (AMAL) stake by 17% in Q1 2026, selling an estimated $1.86K and leaving 246 shares worth $9.56K. The position accounts for ﹤0.01% of the portfolio, ranked #6322.

Osaic Holdings first reported a position in AMAL in Q1 2020 and has held it in 23 quarters since. The position peaked at $214K in Q4 2022. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

  • Osaic Holdings held 246 shares of Amalgamated Financial worth $9.56K as of Q1 2026.
  • Osaic Holdings sold 49 Amalgamated Financial shares in Q1 2026, an estimated $1.86K.
  • Amalgamated Financial made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #6322 holding.
  • Osaic Holdings first reported a position in Amalgamated Financial in Q1 2020 and has held it in 23 quarters since.
  • Osaic Holdings's Amalgamated Financial position peaked at $214K in Q4 2022.
  • 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.