Osaic Holdings
AMAL icon

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
Q2 		$13.8K Buy
301
+55
+22% +$2.32K ﹤0.01% 6415
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Osaic Holdings's AMAL Position: Q2 2026 in Review

Osaic Holdings increased its Amalgamated Financial (AMAL) stake by 22% in Q2 2026, buying an estimated $2.32K and bringing the position to 301 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #6415.

Osaic Holdings first reported a position in AMAL in Q1 2020 and has held it in 24 quarters since. The position peaked at $214K in Q4 2022. 197 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

  • Osaic Holdings held 301 shares of Amalgamated Financial worth $13.8K as of Q2 2026.
  • Osaic Holdings bought 55 Amalgamated Financial shares in Q2 2026, an estimated $2.32K.
  • Amalgamated Financial made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #6415 holding.
  • Osaic Holdings first reported a position in Amalgamated Financial in Q1 2020 and has held it in 24 quarters since.
  • Osaic Holdings's Amalgamated Financial position peaked at $214K in Q4 2022.
  • 197 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.