Simplex Trading
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Simplex Trading’s Amalgamated Financial AMAL Stock Holding History

Simplex Trading’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
2025
Q4 		– Sell
-7
Closed – – 8414
2025
Q3 		$0 Buy
+7
New +$208 ﹤0.01% 8971
2025
Q2 		– Sell
-244
Closed -$7K – 8538
2025
Q1 		$7K Buy
+244
New +$7.98K ﹤0.01% 7285
2024
Q2 		– Sell
-311
Closed -$7.59K – 8688
2024
Q1 		$7K Sell
311
-1,319
-81% -$32.4K ﹤0.01% 7800
2023
Q4 		$43K Buy
+1,630
New +$33.5K ﹤0.01% 6217
2023
Q2 		– Sell
-134
Closed -$2K – 8876
2023
Q1 		$2K Buy
+134
New +$2.95K ﹤0.01% 8411
2022
Q4 		– Sell
-2,639
Closed -$63.9K – 9112
2022
Q3 		$59K Buy
2,639
+1,939
+277% +$43.5K ﹤0.01% 6202
2022
Q2 		$13K Buy
+700
New +$13.5K ﹤0.01% 8016

Other funds holding AMAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Simplex Trading's AMAL Position: Q4 2025 in Review

Simplex Trading sold out of Amalgamated Financial (AMAL) in Q4 2025, closing a stake of 7 shares.

Simplex Trading first reported a position in AMAL in Q2 2022 and held it in 7 quarters. The position peaked at $59K in Q3 2022. 173 funds tracked by Wall St. Rank hold AMAL as of Q4 2025.

  • Simplex Trading reported no remaining Amalgamated Financial position as of Q4 2025 after selling out during the quarter.
  • Simplex Trading sold 7 Amalgamated Financial shares in Q4 2025.
  • Simplex Trading first reported a position in Amalgamated Financial in Q2 2022 and held it in 7 quarters.
  • Simplex Trading's Amalgamated Financial position peaked at $59K in Q3 2022.
  • 173 funds tracked by Wall St. Rank held Amalgamated Financial as of Q4 2025.

Based on Simplex Trading's 13F filing for Q4 2025, filed 11 Feb 2026.