Raymond James Financial
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Raymond James Financial’s Amalgamated Financial AMAL Stock Holding History

Raymond James Financial’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
2025
Q3 		– Sell
-380
Closed -$11.9K – 5020
2025
Q2 		$11.9K Sell
380
-38,451
-99% -$1.13M ﹤0.01% 5852
2025
Q1 		$1.12M Sell
38,831
-28,204
-42% -$923K ﹤0.01% 3409
2024
Q4 		$2.24M Buy
+67,035
New +$2.3M ﹤0.01% 2880

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Raymond James Financial's AMAL Position: Q3 2025 in Review

Raymond James Financial sold out of Amalgamated Financial (AMAL) in Q3 2025, closing a stake of 380 shares — an estimated $11.9K sold.

Raymond James Financial first reported a position in AMAL in Q4 2024 and held it in 3 quarters. The position peaked at $2.24M in Q4 2024. 163 funds tracked by Wall St. Rank hold AMAL as of Q3 2025.

  • Raymond James Financial reported no remaining Amalgamated Financial position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 380 Amalgamated Financial shares in Q3 2025, an estimated $11.9K.
  • Raymond James Financial first reported a position in Amalgamated Financial in Q4 2024 and held it in 3 quarters.
  • Raymond James Financial's Amalgamated Financial position peaked at $2.24M in Q4 2024.
  • 163 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.