True Wealth Design’s Amalgamated Financial AMAL Stock Holding History

True Wealth Design’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	$2.09K	Hold	44	–	–	﹤0.01%	1664
2026 Q2	$2.02K	Sell	44 -21	-32%	-$885	﹤0.01%	1689
2026 Q1	$2.53K	Hold	65	–	–	﹤0.01%	1447
2025 Q4	$2.08K	Sell	65 -2	-3%	-$58	﹤0.01%	1434
2025 Q3	$1.82K	Sell	67 -21	-24%	-$624	﹤0.01%	1498
2025 Q2	$2.75K	Buy	88 +39	+80%	+$1.14K	﹤0.01%	1042
2025 Q1	$1.41K	Buy	49 +17	+53%	+$556	﹤0.01%	1137
2024 Q4	$1.07K	Buy	+32	New	+$1.1K	﹤0.01%	915

Other funds holding AMAL

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Harrington Investments Napa, California $209M AUM 29.65% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

DSC

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

True Wealth Design's AMAL Position: Q3 2026 in Review

True Wealth Design held its Amalgamated Financial (AMAL) position steady in Q3 2026 at 44 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1664.

True Wealth Design first reported a position in AMAL in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.75K in Q2 2025. 18 funds tracked by Wall St. Rank hold AMAL as of Q3 2026.

True Wealth Design held 44 shares of Amalgamated Financial worth $2.09K as of Q3 2026.
True Wealth Design left its Amalgamated Financial share count unchanged in Q3 2026.
Amalgamated Financial made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1664 holding.
True Wealth Design first reported a position in Amalgamated Financial in Q4 2024 and has held it in 8 quarters since.
True Wealth Design's Amalgamated Financial position peaked at $2.75K in Q2 2025.
18 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.