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Steve Schonfeld’s Amalgamated Financial AMAL Stock Holding History

Steve Schonfeld’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
Q4 		– Sell
-8,581
Closed -$233K – 2021
2025
Q3 		$233K Buy
+8,581
New +$255K ﹤0.01% 1904
2025
Q1 		– Sell
-6,700
Closed -$224K – 2183
2024
Q4 		$224K Buy
+6,700
New +$230K ﹤0.01% 1727
2022
Q4 		– Sell
-26,800
Closed -$604K – 2561
2022
Q3 		$604K Buy
+26,800
New +$601K 0.01% 1611

Other funds holding AMAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Steve Schonfeld's AMAL Position: Q4 2025 in Review

Steve Schonfeld sold out of Amalgamated Financial (AMAL) in Q4 2025, closing a stake of 8,581 shares — an estimated $233K sold.

Steve Schonfeld first reported a position in AMAL in Q3 2022 and held it in 3 quarters. The position peaked at $604K in Q3 2022. 173 funds tracked by Wall St. Rank hold AMAL as of Q4 2025.

  • Steve Schonfeld reported no remaining Amalgamated Financial position as of Q4 2025 after selling out during the quarter.
  • Steve Schonfeld sold 8,581 Amalgamated Financial shares in Q4 2025, an estimated $233K.
  • Steve Schonfeld first reported a position in Amalgamated Financial in Q3 2022 and held it in 3 quarters.
  • Steve Schonfeld's Amalgamated Financial position peaked at $604K in Q3 2022.
  • 173 funds tracked by Wall St. Rank held Amalgamated Financial as of Q4 2025.

Based on Schonfeld Strategic Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.