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Summit Securities Group’s Amalgamated Financial AMAL Stock Holding History

Summit Securities Group’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
Q3 		– Sell
-500
Closed -$15.6K – 1002
2025
Q2 		$15.6K Sell
500
-394
-44% -$11.5K ﹤0.01% 791
2025
Q1 		$25.7K Buy
+894
New +$29.2K ﹤0.01% 431
2024
Q2 		– Sell
-184
Closed -$4K – 562
2024
Q1 		$4K Buy
+184
New +$4.52K ﹤0.01% 377

Other funds holding AMAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Summit Securities Group's AMAL Position: Q3 2025 in Review

Summit Securities Group sold out of Amalgamated Financial (AMAL) in Q3 2025, closing a stake of 500 shares — an estimated $15.6K sold.

Summit Securities Group first reported a position in AMAL in Q1 2024 and held it in 3 quarters. The position peaked at $25.7K in Q1 2025. 163 funds tracked by Wall St. Rank hold AMAL as of Q3 2025.

  • Summit Securities Group reported no remaining Amalgamated Financial position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 500 Amalgamated Financial shares in Q3 2025, an estimated $15.6K.
  • Summit Securities Group first reported a position in Amalgamated Financial in Q1 2024 and held it in 3 quarters.
  • Summit Securities Group's Amalgamated Financial position peaked at $25.7K in Q1 2025.
  • 163 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.