SEI Investments
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SEI Investments’s Amalgamated Financial AMAL Stock Holding History

SEI Investments’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 		$268K Buy
+6,885
New +$261K ﹤0.01% 2863
2025
Q3 		– Sell
-10,464
Closed -$327K – 2818
2025
Q2 		$327K Buy
10,464
+61
+0.6% +$1.79K ﹤0.01% 2372
2025
Q1 		$299K Sell
10,403
-18,993
-65% -$621K ﹤0.01% 2343
2024
Q4 		$984K Sell
29,396
-18,278
-38% -$628K ﹤0.01% 1946
2024
Q3 		$1.5M Buy
+47,674
New +$1.45M ﹤0.01% 1811
2023
Q1 		– Sell
-15,407
Closed -$355K – 2682
2022
Q4 		$355K Sell
15,407
-1,492
-9% -$36.2K ﹤0.01% 2143
2022
Q3 		$381K Sell
16,899
-9,333
-36% -$209K ﹤0.01% 2211
2022
Q2 		$507K Buy
26,232
+6,042
+30% +$117K ﹤0.01% 2097
2022
Q1 		$363K Sell
20,190
-5,582
-22% -$95.4K ﹤0.01% 2233
2021
Q4 		$432K Sell
25,772
-2,100
-8% -$36.6K ﹤0.01% 2179
2021
Q3 		$441K Sell
27,872
-2,232
-7% -$34.2K ﹤0.01% 2130
2021
Q2 		$470K Buy
30,104
+12,238
+68% +$198K ﹤0.01% 2124
2021
Q1 		$296K Hold
17,866
– – ﹤0.01% 2260
2020
Q4 		$245K Sell
17,866
-2,900
-14% -$36.9K ﹤0.01% 2295
2020
Q3 		$220K Buy
20,766
+2,100
+11% +$24.5K ﹤0.01% 2203
2020
Q2 		$236K Buy
18,666
+2,600
+16% +$27.5K ﹤0.01% 2175
2020
Q1 		$174K Sell
16,066
-1,500
-9% -$24K ﹤0.01% 2163
2019
Q4 		$342K Sell
17,566
-2,100
-11% -$38.7K ﹤0.01% 2101
2019
Q3 		$315K Buy
19,666
+82
+0.4% +$1.34K ﹤0.01% 2105
2019
Q2 		$342K Buy
19,584
+3,137
+19% +$52.5K ﹤0.01% 2059
2019
Q1 		$257K Buy
16,447
+15,748
+2,253% +$283K ﹤0.01% 2180
2018
Q4 		$13K Hold
699
– – ﹤0.01% 2529
2018
Q3 		$13K Buy
+699
New +$12.5K ﹤0.01% 2409

Other funds holding AMAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

SEI Investments's AMAL Position: Q1 2026 in Review

SEI Investments opened a new position in Amalgamated Financial (AMAL) in Q1 2026: 6,885 shares worth $268K. The stake represents ﹤0.01% of the portfolio and ranks #2863 among its holdings. This is a return to the name: SEI Investments previously reported a position in AMAL as recently as Q2 2025.

SEI Investments first reported a position in AMAL in Q3 2018 and has held it in 23 quarters since. The position peaked at $1.5M in Q3 2024. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

  • SEI Investments held 6,885 shares of Amalgamated Financial worth $268K as of Q1 2026.
  • Amalgamated Financial was a new SEI Investments position in Q1 2026.
  • Amalgamated Financial made up ﹤0.01% of SEI Investments's portfolio in Q1 2026, its #2863 holding.
  • SEI Investments first reported a position in Amalgamated Financial in Q3 2018 and has held it in 23 quarters since.
  • SEI Investments's Amalgamated Financial position peaked at $1.5M in Q3 2024.
  • 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on SEI Investments's 13F filing for Q1 2026, filed 13 May 2026.