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SBI Securities’s Amalgamated Financial AMAL Stock Holding History

SBI Securities’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 		– Sell
-5
Closed -$160 – 4024
2025
Q4 		$160 Hold
5
– – ﹤0.01% 3282
2025
Q3 		$136 Hold
5
– – ﹤0.01% 3428
2025
Q2 		$156 Hold
5
– – ﹤0.01% 3389
2025
Q1 		$144 Sell
5
-100
-95% -$3.27K ﹤0.01% 3322
2024
Q4 		$3.51K Buy
+105
New +$3.61K ﹤0.01% 2062

Other funds holding AMAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SBI Securities's AMAL Position: Q1 2026 in Review

SBI Securities sold out of Amalgamated Financial (AMAL) in Q1 2026, closing a stake of 5 shares — an estimated $160 sold.

SBI Securities first reported a position in AMAL in Q4 2024 and held it in 5 quarters. The position peaked at $3.51K in Q4 2024. 177 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

  • SBI Securities reported no remaining Amalgamated Financial position as of Q1 2026 after selling out during the quarter.
  • SBI Securities sold 5 Amalgamated Financial shares in Q1 2026, an estimated $160.
  • SBI Securities first reported a position in Amalgamated Financial in Q4 2024 and held it in 5 quarters.
  • SBI Securities's Amalgamated Financial position peaked at $3.51K in Q4 2024.
  • 177 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on SBI Securities's 13F filing for Q1 2026, filed 28 Apr 2026.