Summit Securities Group
AMAL icon

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
2026
Q3 		$10.9K Buy
+230
New +$11.1K ﹤0.01% 791
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
NIA Impact Advisors
NIA Impact Advisors Berkeley, California $232M AUM 31.81% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
Arjuna Capital
Arjuna Capital Durham, North Carolina $448M AUM 32.85% 1-Year Est. Return

Summit Securities Group's AMAL Position: Q3 2026 in Review

Summit Securities Group opened a new position in Amalgamated Financial (AMAL) in Q3 2026: 230 shares worth $10.9K. The stake represents ﹤0.01% of the portfolio and ranks #791 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in AMAL as recently as Q2 2025.

Summit Securities Group first reported a position in AMAL in Q1 2024 and has held it in 4 quarters since. The position peaked at $25.7K in Q1 2025. 101 funds tracked by Wall St. Rank hold AMAL as of Q3 2026.

  • Summit Securities Group held 230 shares of Amalgamated Financial worth $10.9K as of Q3 2026.
  • Amalgamated Financial was a new Summit Securities Group position in Q3 2026.
  • Amalgamated Financial made up ﹤0.01% of Summit Securities Group's portfolio in Q3 2026, its #791 holding.
  • Summit Securities Group first reported a position in Amalgamated Financial in Q1 2024 and has held it in 4 quarters since.
  • Summit Securities Group's Amalgamated Financial position peaked at $25.7K in Q1 2025.
  • 101 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.