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Physician Wealth Advisors’s Amalgamated Financial AMAL Stock Holding History

Physician Wealth Advisors’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 		$1.24K Sell
27
-8
-23% -$337 ﹤0.01% 1735
2026
Q1 		$1.36K Hold
35
– – ﹤0.01% 1514
2025
Q4 		$1.12K Buy
+35
New +$1.02K ﹤0.01% 1546

Other funds holding AMAL

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
NIA
NIA Impact Advisors Berkeley, California $241M AUM 44.09% 1-Year Est. Return
HI
Harrington Investments Napa, California $206M AUM 35.31% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

Physician Wealth Advisors's AMAL Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Amalgamated Financial (AMAL) stake by 23% in Q2 2026, selling an estimated $337 and leaving 27 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1735.

Physician Wealth Advisors first reported a position in AMAL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.36K in Q1 2026. 37 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

  • Physician Wealth Advisors held 27 shares of Amalgamated Financial worth $1.24K as of Q2 2026.
  • Physician Wealth Advisors sold 8 Amalgamated Financial shares in Q2 2026, an estimated $337.
  • Amalgamated Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1735 holding.
  • Physician Wealth Advisors first reported a position in Amalgamated Financial in Q4 2025 and has held it in 3 quarters since.
  • Physician Wealth Advisors's Amalgamated Financial position peaked at $1.36K in Q1 2026.
  • 37 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.