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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
Q2 		– Sell
-32
Closed -$1.24K – 525
2026
Q1 		$1.24K Buy
+32
New +$1.21K ﹤0.01% 2517

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Root Financial Partners's AMAL Position: Q2 2026 in Review

Root Financial Partners sold out of Amalgamated Financial (AMAL) in Q2 2026, closing a stake of 32 shares — an estimated $1.24K sold.

Root Financial Partners first reported a position in AMAL in Q1 2026 and held it in 1 quarter. The position peaked at $1.24K in Q1 2026. 196 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

  • Root Financial Partners reported no remaining Amalgamated Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 32 Amalgamated Financial shares in Q2 2026, an estimated $1.24K.
  • Root Financial Partners first reported a position in Amalgamated Financial in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Amalgamated Financial position peaked at $1.24K in Q1 2026.
  • 196 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.