Simplicity Wealth’s Amalgamated Financial AMAL Stock Holding History

Simplicity Wealth’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 Q3	$303K	Buy	+6,375	New	+$307K	0.01%	853

Other funds holding AMAL

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Harrington Investments Napa, California $209M AUM 29.65% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Andrew Hill Investment Advisors Naples, Florida $127M AUM 39.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Simplicity Wealth's AMAL Position: Q3 2026 in Review

Simplicity Wealth opened a new position in Amalgamated Financial (AMAL) in Q3 2026: 6,375 shares worth $303K. The stake represents 0.01% of the portfolio and ranks #853 among its holdings.

30 funds tracked by Wall St. Rank hold AMAL as of Q3 2026.

Simplicity Wealth held 6,375 shares of Amalgamated Financial worth $303K as of Q3 2026.
Amalgamated Financial was a new Simplicity Wealth position in Q3 2026.
Amalgamated Financial made up 0.01% of Simplicity Wealth's portfolio in Q3 2026, its #853 holding.
30 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2026.

Based on Simplicity Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.