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

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

American Century Companies Kansas City, Missouri $194B AUM 35% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Stifel Financial's AMAL Position: Q1 2026 in Review

Stifel Financial reduced its Amalgamated Financial (AMAL) stake by 24% in Q1 2026, selling an estimated $167K and leaving 14,300 shares worth $556K. The position accounts for ﹤0.01% of the portfolio, ranked #2815.

Stifel Financial first reported a position in AMAL in Q2 2021 and has held it in 7 quarters since. The position peaked at $788K in Q2 2021. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

Stifel Financial held 14,300 shares of Amalgamated Financial worth $556K as of Q1 2026.
Stifel Financial sold 4,400 Amalgamated Financial shares in Q1 2026, an estimated $167K.
Amalgamated Financial made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2815 holding.
Stifel Financial first reported a position in Amalgamated Financial in Q2 2021 and has held it in 7 quarters since.
Stifel Financial's Amalgamated Financial position peaked at $788K in Q2 2021.
176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.