Sterling Capital Management
AMAL icon

Sterling Capital Management’s Amalgamated Financial AMAL Stock Holding History

Sterling Capital 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
Q3 		$18.3K Buy
385
+50
+15% +$2.41K ﹤0.01% 2238
2026
Q2 		$15.4K Sell
335
-426
-56% -$18K ﹤0.01% 2005
2026
Q1 		$29.6K Sell
761
-564
-43% -$21.4K ﹤0.01% 1845
2025
Q4 		$42.4K Sell
1,325
-291
-18% -$8.46K ﹤0.01% 1856
2025
Q3 		$43.9K Sell
1,616
-10,416
-87% -$310K ﹤0.01% 1797
2025
Q2 		$375K Buy
12,032
+323
+3% +$9.46K 0.01% 1061
2025
Q1 		$337K Sell
11,709
-1,466
-11% -$48K 0.01% 1035
2024
Q4 		$441K Buy
13,175
+512
+4% +$17.6K 0.01% 986
2024
Q3 		$397K Buy
+12,663
New +$384K 0.01% 984

Other funds holding AMAL

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Harrington Investments
Harrington Investments Napa, California $209M AUM 29.65% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Andrew Hill Investment Advisors
Andrew Hill Investment Advisors Naples, Florida $127M AUM 39.35% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Sterling Capital Management's AMAL Position: Q3 2026 in Review

Sterling Capital Management increased its Amalgamated Financial (AMAL) stake by 15% in Q3 2026, buying an estimated $2.41K and bringing the position to 385 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2238.

Sterling Capital Management first reported a position in AMAL in Q3 2024 and has held it in 9 quarters since. The position peaked at $441K in Q4 2024. 30 funds tracked by Wall St. Rank hold AMAL as of Q3 2026.

  • Sterling Capital Management held 385 shares of Amalgamated Financial worth $18.3K as of Q3 2026.
  • Sterling Capital Management bought 50 Amalgamated Financial shares in Q3 2026, an estimated $2.41K.
  • Amalgamated Financial made up ﹤0.01% of Sterling Capital Management's portfolio in Q3 2026, its #2238 holding.
  • Sterling Capital Management first reported a position in Amalgamated Financial in Q3 2024 and has held it in 9 quarters since.
  • Sterling Capital Management's Amalgamated Financial position peaked at $441K in Q4 2024.
  • 30 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2026.

Based on Sterling Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.