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Root Financial Partners’s Amalgamated Financial AMAL Stock Holding History

Root Financial Partners’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 		$1.24K Buy
+32
New +$1.21K ﹤0.01% 2517

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NAMI
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Adage Capital Partners
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VCM
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State Street
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Root Financial Partners's AMAL Position: Q1 2026 in Review

Root Financial Partners opened a new position in Amalgamated Financial (AMAL) in Q1 2026: 32 shares worth $1.24K. The stake represents ﹤0.01% of the portfolio and ranks #2517 among its holdings.

176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

  • Root Financial Partners held 32 shares of Amalgamated Financial worth $1.24K as of Q1 2026.
  • Amalgamated Financial was a new Root Financial Partners position in Q1 2026.
  • Amalgamated Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2517 holding.
  • 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.