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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
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

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's AMAL Position: Q2 2026 in Review

True Wealth Design reduced its Amalgamated Financial (AMAL) stake by 32% in Q2 2026, selling an estimated $885 and leaving 44 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1689.

True Wealth Design first reported a position in AMAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.75K in Q2 2025. 7 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

  • True Wealth Design held 44 shares of Amalgamated Financial worth $2.02K as of Q2 2026.
  • True Wealth Design sold 21 Amalgamated Financial shares in Q2 2026, an estimated $885.
  • Amalgamated Financial made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1689 holding.
  • True Wealth Design first reported a position in Amalgamated Financial in Q4 2024 and has held it in 7 quarters since.
  • True Wealth Design's Amalgamated Financial position peaked at $2.75K in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.