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Rothschild Investment LLC’s Amalgamated Financial AMAL Stock Holding History

Rothschild Investment LLC’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 		$4.08K Buy
89
+8
+10% +$337 ﹤0.01% 2398
2026
Q1 		$3.15K Buy
81
+6
+8% +$228 ﹤0.01% 2317
2025
Q4 		$2.4K Buy
75
+25
+50% +$727 ﹤0.01% 2277
2025
Q3 		$1.36K Sell
50
-35
-41% -$1.04K ﹤0.01% 2451
2025
Q2 		$2.65K Buy
85
+50
+143% +$1.47K ﹤0.01% 1867
2025
Q1 		$1.01K Hold
35
– – ﹤0.01% 2337
2024
Q4 		$1.17K Sell
35
-5
-13% -$172 ﹤0.01% 2116
2024
Q3 		$1.25K Buy
40
+25
+167% +$758 ﹤0.01% 1998
2024
Q2 		$411 Buy
15
+10
+200% +$244 ﹤0.01% 2135
2024
Q1 		$120 Buy
+5
New +$123 ﹤0.01% 2100

Other funds holding AMAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
NIA
NIA Impact Advisors Berkeley, California $241M AUM 44.09% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
HI
Harrington Investments Napa, California $206M AUM 35.31% 1-Year Est. Return

Rothschild Investment LLC's AMAL Position: Q2 2026 in Review

Rothschild Investment LLC increased its Amalgamated Financial (AMAL) stake by 9.9% in Q2 2026, buying an estimated $337 and bringing the position to 89 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #2398.

Rothschild Investment LLC first reported a position in AMAL in Q1 2024 and has held it in 10 quarters since. 68 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

  • Rothschild Investment LLC held 89 shares of Amalgamated Financial worth $4.08K as of Q2 2026.
  • Rothschild Investment LLC bought 8 Amalgamated Financial shares in Q2 2026, an estimated $337.
  • Amalgamated Financial made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2398 holding.
  • Rothschild Investment LLC first reported a position in Amalgamated Financial in Q1 2024 and has held it in 10 quarters since.
  • 68 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.