SummerHaven Investment Management’s Amalgamated Financial AMAL Stock Holding History

SummerHaven Investment 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 Q1	$886K	Sell	22,799 -2,742	-11%	-$104K	0.54%	66
2025 Q4	$818K	Hold	25,541	–	–	0.46%	112
2025 Q3	$693K	Sell	25,541 -3,681	-13%	-$109K	0.4%	182
2025 Q2	$912K	Buy	29,222 +526	+2%	+$15.4K	0.6%	63
2025 Q1	$825K	Buy	28,696 +411	+1%	+$13.4K	0.58%	68
2024 Q4	$947K	Hold	28,285	–	–	0.58%	51
2024 Q3	$887K	Buy	+28,285	New	+$858K	0.54%	63

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

SummerHaven Investment Management's AMAL Position: Q1 2026 in Review

SummerHaven Investment Management reduced its Amalgamated Financial (AMAL) stake by 11% in Q1 2026, selling an estimated $104K and leaving 22,799 shares worth $886K. The position accounts for 0.54% of the portfolio, ranked #66.

SummerHaven Investment Management first reported a position in AMAL in Q3 2024 and has held it in 7 quarters since. The position peaked at $947K in Q4 2024. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

SummerHaven Investment Management held 22,799 shares of Amalgamated Financial worth $886K as of Q1 2026.
SummerHaven Investment Management sold 2,742 Amalgamated Financial shares in Q1 2026, an estimated $104K.
Amalgamated Financial made up 0.54% of SummerHaven Investment Management's portfolio in Q1 2026, its #66 holding.
SummerHaven Investment Management first reported a position in Amalgamated Financial in Q3 2024 and has held it in 7 quarters since.
SummerHaven Investment Management's Amalgamated Financial position peaked at $947K in Q4 2024.
176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on SummerHaven Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.