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
Q2 		– Sell
-1,600
Closed -$46K – 8537
2025
Q1 		$46K Sell
1,600
-200
-11% -$6.54K ﹤0.01% 5843
2024
Q4 		$60K Buy
1,800
+1,600
+800% +$55K ﹤0.01% 5679
2024
Q3 		$6K Sell
200
-2,200
-92% -$66.7K ﹤0.01% 7479
2024
Q2 		$65K Buy
+2,400
New +$58.6K ﹤0.01% 5802
2024
Q1 		– Sell
-100
Closed -$2K – 8759
2023
Q4 		$2K Buy
+100
New +$2.06K ﹤0.01% 8204
2023
Q1 		– Sell
-4,200
Closed -$96K – 8918
2022
Q4 		$96K Buy
4,200
+4,100
+4,100% +$99.3K ﹤0.01% 5123
2022
Q3 		$2K Sell
100
-100
-50% -$2.24K ﹤0.01% 9218
2022
Q2 		$3K Buy
+200
New +$3.86K ﹤0.01% 9102

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

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.