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 Q2	$1.05M	Hold	22,799	–	–	0.56%	63
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 $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

SummerHaven Investment Management's AMAL Position: Q2 2026 in Review

SummerHaven Investment Management held its Amalgamated Financial (AMAL) position steady in Q2 2026 at 22,799 shares worth $1.05M. The position accounts for 0.56% of the portfolio, ranked #63.

SummerHaven Investment Management first reported a position in AMAL in Q3 2024 and has held it in 8 quarters since. 197 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

SummerHaven Investment Management held 22,799 shares of Amalgamated Financial worth $1.05M as of Q2 2026.
SummerHaven Investment Management left its Amalgamated Financial share count unchanged in Q2 2026.
Amalgamated Financial made up 0.56% of SummerHaven Investment Management's portfolio in Q2 2026, its #63 holding.
SummerHaven Investment Management first reported a position in Amalgamated Financial in Q3 2024 and has held it in 8 quarters since.
197 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on SummerHaven Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.