PFP
AMAL icon

Patriot Financial Partners’s Amalgamated Financial AMAL Stock Holding History

Patriot Financial Partners’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
2021
Q2 		– Sell
-604,138
Closed -$10M – 16
2021
Q1 		$10M Sell
604,138
-230,799
-28% -$3.74M 3.28% 14
2020
Q4 		$11.5M Hold
834,937
– – 4.92% 10
2020
Q3 		$8.83M Hold
834,937
– – 4.91% 9
2020
Q2 		$10.6M Hold
834,937
– – 5.46% 7
2020
Q1 		$9.03M Buy
834,937
+240,000
+40% +$3.85M 5.35% 9
2019
Q4 		$11.6M Hold
594,937
– – 4.16% 9
2019
Q3 		$9.53M Hold
594,937
– – 3.35% 11
2019
Q2 		$10.4M Hold
594,937
– – 4.1% 9
2019
Q1 		$9.31M Hold
594,937
– – 4.17% 10
2018
Q4 		$11.6M Buy
594,937
+194,937
+49% +$3.83M 7.07% 7
2018
Q3 		$7.72M Buy
+400,000
New +$7.16M 3.99% 7

Other funds holding AMAL

Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
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
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return