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Susquehanna Fundamental Investments’s Amalgamated Financial AMAL Stock Holding History

Susquehanna Fundamental Investments’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 		– Sell
-11,590
Closed -$371K – 480
2025
Q4 		$371K Sell
11,590
-10,419
-47% -$303K 0.01% 462
2025
Q3 		$598K Sell
22,009
-13,461
-38% -$400K 0.02% 414
2025
Q2 		$1.11M Sell
35,470
-23,455
-40% -$687K 0.03% 430
2025
Q1 		$1.69M Buy
58,925
+47,595
+420% +$1.56M 0.02% 559
2024
Q4 		$379K Buy
+11,330
New +$389K 0.01% 903

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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Adage Capital Partners
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Susquehanna Fundamental Investments's AMAL Position: Q1 2026 in Review

Susquehanna Fundamental Investments sold out of Amalgamated Financial (AMAL) in Q1 2026, closing a stake of 11,590 shares — an estimated $371K sold.

Susquehanna Fundamental Investments first reported a position in AMAL in Q4 2024 and held it in 5 quarters. The position peaked at $1.69M in Q1 2025. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

  • Susquehanna Fundamental Investments reported no remaining Amalgamated Financial position as of Q1 2026 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 11,590 Amalgamated Financial shares in Q1 2026, an estimated $371K.
  • Susquehanna Fundamental Investments first reported a position in Amalgamated Financial in Q4 2024 and held it in 5 quarters.
  • Susquehanna Fundamental Investments's Amalgamated Financial position peaked at $1.69M in Q1 2025.
  • 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2026, filed 15 May 2026.