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Stephens Consulting’s Amalgamated Financial AMAL Stock Holding History

Stephens Consulting’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
-15
Closed -$432 – 1225
2025
Q1 		$432 Buy
+15
New +$491 ﹤0.01% 970

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Macquarie Group
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AllianceBernstein
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State Street
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Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Stephens Consulting's AMAL Position: Q2 2025 in Review

Stephens Consulting sold out of Amalgamated Financial (AMAL) in Q2 2025, closing a stake of 15 shares — an estimated $432 sold.

Stephens Consulting first reported a position in AMAL in Q1 2025 and held it in 1 quarter. The position peaked at $432 in Q1 2025. 177 funds tracked by Wall St. Rank hold AMAL as of Q2 2025.

  • Stephens Consulting reported no remaining Amalgamated Financial position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 15 Amalgamated Financial shares in Q2 2025, an estimated $432.
  • Stephens Consulting first reported a position in Amalgamated Financial in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's Amalgamated Financial position peaked at $432 in Q1 2025.
  • 177 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.