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 Q2	$26.6K	Sell	579 -35	-6%	-$1.48K	﹤0.01%	3643
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 $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

Rockefeller Capital Management's AMAL Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Amalgamated Financial (AMAL) stake by 5.7% in Q2 2026, selling an estimated $1.48K and leaving 579 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3643.

Rockefeller Capital Management first reported a position in AMAL in Q1 2021 and has held it in 12 quarters since. 197 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

Rockefeller Capital Management held 579 shares of Amalgamated Financial worth $26.6K as of Q2 2026.
Rockefeller Capital Management sold 35 Amalgamated Financial shares in Q2 2026, an estimated $1.48K.
Amalgamated Financial made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3643 holding.
Rockefeller Capital Management first reported a position in Amalgamated Financial in Q1 2021 and has held it in 12 quarters since.
197 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.