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Oxford Financial Group’s Amalgamated Financial AMAL Stock Holding History

Oxford Financial Group’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 		– Sell
-7,101
Closed -$227K – 303
2025
Q4 		$227K Buy
+7,101
New +$207K 0.01% 219
2024
Q3 		– Sell
-10,744
Closed -$294K – 298
2024
Q2 		$294K Buy
10,744
+6
+0.1% +$146 0.02% 219
2024
Q1 		$258K Buy
10,738
+14
+0.1% +$344 0.02% 202
2023
Q4 		$289K Buy
10,724
+236
+2% +$4.86K 0.02% 187
2023
Q3 		$181K Hold
10,488
– – 0.02% 217
2023
Q2 		$169K Buy
+10,488
New +$168K 0.02% 231

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

Oxford Financial Group's AMAL Position: Q1 2026 in Review

Oxford Financial Group sold out of Amalgamated Financial (AMAL) in Q1 2026, closing a stake of 7,101 shares — an estimated $227K sold.

Oxford Financial Group first reported a position in AMAL in Q2 2023 and held it in 6 quarters. The position peaked at $294K in Q2 2024. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

  • Oxford Financial Group reported no remaining Amalgamated Financial position as of Q1 2026 after selling out during the quarter.
  • Oxford Financial Group sold 7,101 Amalgamated Financial shares in Q1 2026, an estimated $227K.
  • Oxford Financial Group first reported a position in Amalgamated Financial in Q2 2023 and held it in 6 quarters.
  • Oxford Financial Group's Amalgamated Financial position peaked at $294K in Q2 2024.
  • 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.