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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Rafferty Asset Management's AMAL Position: Q1 2026 in Review

Rafferty Asset Management reduced its Amalgamated Financial (AMAL) stake by 22% in Q1 2026, selling an estimated $191K and leaving 17,548 shares worth $682K. The position accounts for ﹤0.01% of the portfolio, ranked #851.

Rafferty Asset Management first reported a position in AMAL in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.18M in Q4 2024. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

Rafferty Asset Management held 17,548 shares of Amalgamated Financial worth $682K as of Q1 2026.
Rafferty Asset Management sold 5,046 Amalgamated Financial shares in Q1 2026, an estimated $191K.
Amalgamated Financial made up ﹤0.01% of Rafferty Asset Management's portfolio in Q1 2026, its #851 holding.
Rafferty Asset Management first reported a position in Amalgamated Financial in Q1 2023 and has held it in 10 quarters since.
Rafferty Asset Management's Amalgamated Financial position peaked at $1.18M in Q4 2024.
176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on Rafferty Asset Management's 13F filing for Q1 2026, filed 15 May 2026.