State of Wisconsin Investment Board’s Amalgamated Financial AMAL Stock Holding History

State of Wisconsin Investment Board’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 Q3	–	Sell	-20,613	Closed	-$643K	–	2378
2025 Q2	$643K	Buy	20,613 +1,241	+6%	+$36.4K	﹤0.01%	1748
2025 Q1	$557K	Sell	19,372 -2,700	-12%	-$88.3K	﹤0.01%	1713
2024 Q4	$739K	Buy	22,072 +5,040	+30%	+$173K	﹤0.01%	1638
2024 Q3	$534K	Sell	17,032 -225	-1%	-$6.82K	﹤0.01%	1840
2024 Q2	$473K	Buy	17,257 +1,337	+8%	+$32.6K	﹤0.01%	1852
2024 Q1	$382K	Buy	+15,920	New	+$391K	﹤0.01%	1884
2018 Q4	–	Sell	-150,000	Closed	-$2.86M	–	1541
2018 Q3	$2.86M	Buy	+150,000	New	+$2.69M	0.01%	979

Other funds holding AMAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

State of Wisconsin Investment Board's AMAL Position: Q3 2025 in Review

State of Wisconsin Investment Board sold out of Amalgamated Financial (AMAL) in Q3 2025, closing a stake of 20,613 shares — an estimated $643K sold.

State of Wisconsin Investment Board first reported a position in AMAL in Q3 2018 and held it in 7 quarters. The position peaked at $2.86M in Q3 2018. 163 funds tracked by Wall St. Rank hold AMAL as of Q3 2025.

State of Wisconsin Investment Board reported no remaining Amalgamated Financial position as of Q3 2025 after selling out during the quarter.
State of Wisconsin Investment Board sold 20,613 Amalgamated Financial shares in Q3 2025, an estimated $643K.
State of Wisconsin Investment Board first reported a position in Amalgamated Financial in Q3 2018 and held it in 7 quarters.
State of Wisconsin Investment Board's Amalgamated Financial position peaked at $2.86M in Q3 2018.
163 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2025.

Based on State of Wisconsin Investment Board's 13F filing for Q3 2025, filed 14 Nov 2025.