Swiss Life Asset Management’s Amalgamated Financial AMAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$249K Sell
5,417
-139
-3% -$5.86K ﹤0.01% 1400
2026
Q1
$216K Buy
+5,556
New +$211K ﹤0.01% 1340

Other funds holding AMAL

Swiss Life Asset Management's AMAL Position: Q2 2026 in Review

Swiss Life Asset Management reduced its Amalgamated Financial (AMAL) stake by 2.5% in Q2 2026, selling an estimated $5.86K and leaving 5,417 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

Swiss Life Asset Management first reported a position in AMAL in Q1 2026 and has held it in 2 quarters since. 197 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

  • Swiss Life Asset Management held 5,417 shares of Amalgamated Financial worth $249K as of Q2 2026.
  • Swiss Life Asset Management sold 139 Amalgamated Financial shares in Q2 2026, an estimated $5.86K.
  • Amalgamated Financial made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #1400 holding.
  • Swiss Life Asset Management first reported a position in Amalgamated Financial in Q1 2026 and has held it in 2 quarters since.
  • 197 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.