Stifel Financial’s Amalgamated Financial AMAL Stock Holding History

Stifel Financial’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 Q2	$450K	Sell	9,800 -4,500	-31%	-$190K	﹤0.01%	3031
2026 Q1	$556K	Sell	14,300 -4,400	-24%	-$167K	﹤0.01%	2815
2025 Q4	$599K	Hold	18,700	–	–	﹤0.01%	2762
2025 Q3	$508K	Buy	18,700 +200	+1%	+$5.94K	﹤0.01%	2807
2025 Q2	$577K	Hold	18,500	–	–	﹤0.01%	2694
2025 Q1	$532K	Hold	18,500	–	–	﹤0.01%	2642
2024 Q4	$619K	Buy	+18,500	New	+$636K	﹤0.01%	2553
2021 Q3	–	Sell	-50,363	Closed	-$788K	–	3324
2021 Q2	$788K	Buy	+50,363	New	+$816K	﹤0.01%	2276

Other funds holding AMAL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Stifel Financial's AMAL Position: Q2 2026 in Review

Stifel Financial reduced its Amalgamated Financial (AMAL) stake by 31% in Q2 2026, selling an estimated $190K and leaving 9,800 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #3031.

Stifel Financial first reported a position in AMAL in Q2 2021 and has held it in 8 quarters since. The position peaked at $788K in Q2 2021. 197 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

Stifel Financial held 9,800 shares of Amalgamated Financial worth $450K as of Q2 2026.
Stifel Financial sold 4,500 Amalgamated Financial shares in Q2 2026, an estimated $190K.
Amalgamated Financial made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3031 holding.
Stifel Financial first reported a position in Amalgamated Financial in Q2 2021 and has held it in 8 quarters since.
Stifel Financial's Amalgamated Financial position peaked at $788K in Q2 2021.
197 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.