Rafferty Asset Management’s Amalgamated Financial AMAL Stock Holding History

Rafferty 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
2026 Q2	$513K	Sell	11,185 -6,363	-36%	-$268K	﹤0.01%	894
2026 Q1	$682K	Sell	17,548 -5,046	-22%	-$191K	﹤0.01%	851
2025 Q4	$724K	Sell	22,594 -12,551	-36%	-$365K	﹤0.01%	847
2025 Q3	$954K	Buy	35,145 +6,011	+21%	+$179K	﹤0.01%	801
2025 Q2	$909K	Sell	29,134 -5,813	-17%	-$170K	﹤0.01%	779
2025 Q1	$1M	Sell	34,947 -241	-0.7%	-$7.88K	﹤0.01%	738
2024 Q4	$1.18M	Buy	35,188 +3,950	+13%	+$136K	﹤0.01%	759
2024 Q3	$980K	Sell	31,238 -5,463	-15%	-$166K	﹤0.01%	803
2024 Q2	$1.01M	Buy	36,701 +78	+0.2%	+$1.9K	﹤0.01%	817
2024 Q1	$879K	Buy	+36,623	New	+$900K	﹤0.01%	856
2023 Q2	–	Sell	-24,002	Closed	-$425K	–	1093
2023 Q1	$425K	Buy	+24,002	New	+$528K	﹤0.01%	985

Other funds holding AMAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Rafferty Asset Management's AMAL Position: Q2 2026 in Review

Rafferty Asset Management reduced its Amalgamated Financial (AMAL) stake by 36% in Q2 2026, selling an estimated $268K and leaving 11,185 shares worth $513K. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Rafferty Asset Management first reported a position in AMAL in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.18M in Q4 2024. 197 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

Rafferty Asset Management held 11,185 shares of Amalgamated Financial worth $513K as of Q2 2026.
Rafferty Asset Management sold 6,363 Amalgamated Financial shares in Q2 2026, an estimated $268K.
Amalgamated Financial made up ﹤0.01% of Rafferty Asset Management's portfolio in Q2 2026, its #894 holding.
Rafferty Asset Management first reported a position in Amalgamated Financial in Q1 2023 and has held it in 11 quarters since.
Rafferty Asset Management's Amalgamated Financial position peaked at $1.18M in Q4 2024.
197 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on Rafferty Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.