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
Q2 		$310K Sell
6,751
-134
-2% -$5.65K ﹤0.01% 2850
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 $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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

SEI Investments's AMAL Position: Q2 2026 in Review

SEI Investments reduced its Amalgamated Financial (AMAL) stake by 1.9% in Q2 2026, selling an estimated $5.65K and leaving 6,751 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #2850.

SEI Investments first reported a position in AMAL in Q3 2018 and has held it in 24 quarters since. The position peaked at $1.5M in Q3 2024. 197 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

  • SEI Investments held 6,751 shares of Amalgamated Financial worth $310K as of Q2 2026.
  • SEI Investments sold 134 Amalgamated Financial shares in Q2 2026, an estimated $5.65K.
  • Amalgamated Financial made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #2850 holding.
  • SEI Investments first reported a position in Amalgamated Financial in Q3 2018 and has held it in 24 quarters since.
  • SEI Investments's Amalgamated Financial position peaked at $1.5M in Q3 2024.
  • 197 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.