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
2026 Q2	$1.79K	Buy	+39	New	+$1.64K	﹤0.01%	8677
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 New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Simplex Trading's AMAL Position: Q2 2026 in Review

Simplex Trading opened a new position in Amalgamated Financial (AMAL) in Q2 2026: 39 shares worth $1.79K. The stake represents ﹤0.01% of the portfolio and ranks #8677 among its holdings. This is a return to the name: Simplex Trading previously reported a position in AMAL as recently as Q3 2025.

Simplex Trading first reported a position in AMAL in Q2 2022 and has held it in 8 quarters since. The position peaked at $59K in Q3 2022. 197 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

Simplex Trading held 39 shares of Amalgamated Financial worth $1.79K as of Q2 2026.
Amalgamated Financial was a new Simplex Trading position in Q2 2026.
Amalgamated Financial made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #8677 holding.
Simplex Trading first reported a position in Amalgamated Financial in Q2 2022 and has held it in 8 quarters since.
Simplex Trading's Amalgamated Financial position peaked at $59K in Q3 2022.
197 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.