Physician Wealth Advisors
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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
Q3 		$2.95K Buy
62
+35
+130% +$1.69K ﹤0.01% 1372
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

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Harrington Investments
Harrington Investments Napa, California $209M AUM 29.65% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Andrew Hill Investment Advisors
Andrew Hill Investment Advisors Naples, Florida $127M AUM 39.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Physician Wealth Advisors's AMAL Position: Q3 2026 in Review

Physician Wealth Advisors increased its Amalgamated Financial (AMAL) stake by 130% in Q3 2026, buying an estimated $1.69K and bringing the position to 62 shares worth $2.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1372.

Physician Wealth Advisors first reported a position in AMAL in Q4 2025 and has held it in 4 quarters since. 28 funds tracked by Wall St. Rank hold AMAL as of Q3 2026.

  • Physician Wealth Advisors held 62 shares of Amalgamated Financial worth $2.95K as of Q3 2026.
  • Physician Wealth Advisors bought 35 Amalgamated Financial shares in Q3 2026, an estimated $1.69K.
  • Amalgamated Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1372 holding.
  • Physician Wealth Advisors first reported a position in Amalgamated Financial in Q4 2025 and has held it in 4 quarters since.
  • 28 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.