Rockefeller Capital Management’s Amalgamated Financial AMAL Stock Holding History

Rockefeller Capital 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	$23.9K	Hold	614	–	–	﹤0.01%	3635
2025 Q4	$19.7K	Buy	614 +35	+6%	+$1.02K	﹤0.01%	3523
2025 Q3	$15.7K	Buy	+579	New	+$17.2K	﹤0.01%	3456
2023 Q1	–	Sell	-579	Closed	-$13K	–	2040
2022 Q4	$13K	Hold	579	–	–	﹤0.01%	2950
2022 Q3	$13K	Hold	579	–	–	﹤0.01%	2953
2022 Q2	$11K	Hold	579	–	–	﹤0.01%	3049
2022 Q1	$10K	Hold	579	–	–	﹤0.01%	3025
2021 Q4	$9K	Sell	579 -203	-26%	-$3.53K	﹤0.01%	3005
2021 Q3	$12K	Buy	782 +4	+0.5%	+$61	﹤0.01%	2790
2021 Q2	$12K	Buy	778 +3	+0.4%	+$49	﹤0.01%	2692
2021 Q1	$12K	Buy	+775	New	+$12.6K	﹤0.01%	2501

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

Rockefeller Capital Management's AMAL Position: Q1 2026 in Review

Rockefeller Capital Management held its Amalgamated Financial (AMAL) position steady in Q1 2026 at 614 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3635.

Rockefeller Capital Management first reported a position in AMAL in Q1 2021 and has held it in 11 quarters since. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

Rockefeller Capital Management held 614 shares of Amalgamated Financial worth $23.9K as of Q1 2026.
Rockefeller Capital Management left its Amalgamated Financial share count unchanged in Q1 2026.
Amalgamated Financial made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3635 holding.
Rockefeller Capital Management first reported a position in Amalgamated Financial in Q1 2021 and has held it in 11 quarters since.
176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.