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Smartleaf Asset Management’s Amalgamated Financial AMAL Stock Holding History

Smartleaf Asset Management’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
Q1 		$5.32K Buy
139
+83
+148% +$3.15K ﹤0.01% 2628
2025
Q4 		$1.83K Buy
+56
New +$1.63K ﹤0.01% 3011

Other funds holding AMAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Smartleaf Asset Management's AMAL Position: Q1 2026 in Review

Smartleaf Asset Management increased its Amalgamated Financial (AMAL) stake by 148% in Q1 2026, buying an estimated $3.15K and bringing the position to 139 shares worth $5.32K. The position accounts for ﹤0.01% of the portfolio, ranked #2628.

Smartleaf Asset Management first reported a position in AMAL in Q4 2025 and has held it in 2 quarters since. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

  • Smartleaf Asset Management held 139 shares of Amalgamated Financial worth $5.32K as of Q1 2026.
  • Smartleaf Asset Management bought 83 Amalgamated Financial shares in Q1 2026, an estimated $3.15K.
  • Amalgamated Financial made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2628 holding.
  • Smartleaf Asset Management first reported a position in Amalgamated Financial in Q4 2025 and has held it in 2 quarters since.
  • 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.