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R Squared’s Amalgamated Financial AMAL Stock Holding History

R Squared’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 		$517K Sell
13,293
-1,840
-12% -$69.8K 0.28% 90
2025
Q4 		$485K Buy
+15,133
New +$440K 0.23% 123
2025
Q1 		– Sell
-1,150
Closed -$38.5K – 341
2024
Q4 		$38.5K Buy
+1,150
New +$39.5K 0.04% 605

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

R Squared's AMAL Position: Q1 2026 in Review

R Squared reduced its Amalgamated Financial (AMAL) stake by 12% in Q1 2026, selling an estimated $69.8K and leaving 13,293 shares worth $517K. The position accounts for 0.28% of the portfolio, ranked #90.

R Squared first reported a position in AMAL in Q4 2024 and has held it in 3 quarters since. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

  • R Squared held 13,293 shares of Amalgamated Financial worth $517K as of Q1 2026.
  • R Squared sold 1,840 Amalgamated Financial shares in Q1 2026, an estimated $69.8K.
  • Amalgamated Financial made up 0.28% of R Squared's portfolio in Q1 2026, its #90 holding.
  • R Squared first reported a position in Amalgamated Financial in Q4 2024 and has held it in 3 quarters since.
  • 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.