Truist Financial
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Truist Financial’s Amalgamated Financial AMAL Stock Holding History

Truist Financial’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
2025
Q4 		– Sell
-8,195
Closed -$222K – 2764
2025
Q3 		$222K Hold
8,195
– – ﹤0.01% 2495
2025
Q2 		$256K Buy
+8,195
New +$240K ﹤0.01% 2297
2024
Q3 		– Sell
-15,641
Closed -$429K – 2507
2024
Q2 		$429K Sell
15,641
-211
-1% -$5.15K ﹤0.01% 2062
2024
Q1 		$380K Buy
15,852
+1
+0% +$25 ﹤0.01% 2155
2023
Q4 		$427K Buy
+15,851
New +$326K ﹤0.01% 2084
2023
Q1 		– Sell
-24,019
Closed -$553K – 2565
2022
Q4 		$553K Buy
+24,019
New +$582K ﹤0.01% 1886

Other funds holding AMAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Truist Financial's AMAL Position: Q4 2025 in Review

Truist Financial sold out of Amalgamated Financial (AMAL) in Q4 2025, closing a stake of 8,195 shares — an estimated $222K sold.

Truist Financial first reported a position in AMAL in Q4 2022 and held it in 6 quarters. The position peaked at $553K in Q4 2022. 173 funds tracked by Wall St. Rank hold AMAL as of Q4 2025.

  • Truist Financial reported no remaining Amalgamated Financial position as of Q4 2025 after selling out during the quarter.
  • Truist Financial sold 8,195 Amalgamated Financial shares in Q4 2025, an estimated $222K.
  • Truist Financial first reported a position in Amalgamated Financial in Q4 2022 and held it in 6 quarters.
  • Truist Financial's Amalgamated Financial position peaked at $553K in Q4 2022.
  • 173 funds tracked by Wall St. Rank held Amalgamated Financial as of Q4 2025.

Based on Truist Financial's 13F filing for Q4 2025, filed 2 Feb 2026.