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Panagora Asset Management’s Amalgamated Financial AMAL Stock Holding History

Panagora Asset Management’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
Q2 		– Sell
-33,295
Closed -$957K – 1114
2025
Q1 		$957K Sell
33,295
-874
-3% -$28.6K ﹤0.01% 668
2024
Q4 		$1.14M Sell
34,169
-1,950
-5% -$67K 0.01% 633
2024
Q3 		$1.13M Sell
36,119
-245
-0.7% -$7.43K 0.01% 694
2024
Q2 		$996K Buy
36,364
+616
+2% +$15K 0.01% 721
2024
Q1 		$858K Buy
+35,748
New +$878K ﹤0.01% 847
2023
Q2 		– Sell
-84,475
Closed -$1.49M – 1250
2023
Q1 		$1.49M Buy
84,475
+5,598
+7% +$123K 0.01% 676
2022
Q4 		$1.82M Sell
78,877
-6,418
-8% -$156K 0.01% 660
2022
Q3 		$1.92M Buy
85,295
+17,704
+26% +$397K 0.01% 607
2022
Q2 		$1.34M Buy
67,591
+27,553
+69% +$532K 0.01% 766
2022
Q1 		$719K Buy
40,038
+259
+0.7% +$4.42K ﹤0.01% 1080
2021
Q4 		$667K Sell
39,779
-624
-2% -$10.9K ﹤0.01% 1095
2021
Q3 		$639K Sell
40,403
-67
-0.2% -$1.02K ﹤0.01% 1189
2021
Q2 		$633K Buy
40,470
+14,627
+57% +$237K ﹤0.01% 1230
2021
Q1 		$429K Buy
25,843
+9,005
+53% +$146K ﹤0.01% 1407
2020
Q4 		$231K Sell
16,838
-680
-4% -$8.65K ﹤0.01% 1506
2020
Q3 		$185K Sell
17,518
-23,337
-57% -$273K ﹤0.01% 1546
2020
Q2 		$516K Buy
40,855
+27,825
+214% +$295K ﹤0.01% 1191
2020
Q1 		$141K Buy
13,030
+11,351
+676% +$182K ﹤0.01% 1574
2019
Q4 		$33K Buy
1,679
+733
+77% +$13.5K ﹤0.01% 1974
2019
Q3 		$15K Buy
+946
New +$15.4K ﹤0.01% 2113

Other funds holding AMAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 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

Panagora Asset Management's AMAL Position: Q2 2025 in Review

Panagora Asset Management sold out of Amalgamated Financial (AMAL) in Q2 2025, closing a stake of 33,295 shares — an estimated $957K sold.

Panagora Asset Management first reported a position in AMAL in Q3 2019 and held it in 20 quarters. The position peaked at $1.92M in Q3 2022. 177 funds tracked by Wall St. Rank hold AMAL as of Q2 2025.

  • Panagora Asset Management reported no remaining Amalgamated Financial position as of Q2 2025 after selling out during the quarter.
  • Panagora Asset Management sold 33,295 Amalgamated Financial shares in Q2 2025, an estimated $957K.
  • Panagora Asset Management first reported a position in Amalgamated Financial in Q3 2019 and held it in 20 quarters.
  • Panagora Asset Management's Amalgamated Financial position peaked at $1.92M in Q3 2022.
  • 177 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2025.

Based on Panagora Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.