Trust Company of Vermont’s Amalgamated Financial AMAL Stock Holding History

Trust Company of Vermont’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	$3.01K	Hold	94	–	–	﹤0.01%	1005
2025 Q3	$2.55K	Sell	94 -506	-84%	-$15K	﹤0.01%	1001
2025 Q2	$18.7K	Hold	600	–	–	﹤0.01%	730
2025 Q1	$17.3K	Hold	600	–	–	﹤0.01%	700
2024 Q4	$20.1K	Hold	600	–	–	﹤0.01%	679
2024 Q3	$18.8K	Buy	+600	New	+$18.2K	﹤0.01%	667
2024 Q2	–	Sell	-560	Closed	-$13.4K	–	903
2024 Q1	$13.4K	Hold	560	–	–	﹤0.01%	666
2023 Q4	$15.1K	Hold	560	–	–	﹤0.01%	581
2023 Q3	$9.64K	Hold	560	–	–	﹤0.01%	653
2023 Q2	$9.01K	Buy	+560	New	+$8.99K	﹤0.01%	689

Other funds holding AMAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Trust Company of Vermont's AMAL Position: Q4 2025 in Review

Trust Company of Vermont held its Amalgamated Financial (AMAL) position steady in Q4 2025 at 94 shares worth $3.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

Trust Company of Vermont first reported a position in AMAL in Q2 2023 and has held it in 10 quarters since. The position peaked at $20.1K in Q4 2024. 173 funds tracked by Wall St. Rank hold AMAL as of Q4 2025.

Trust Company of Vermont held 94 shares of Amalgamated Financial worth $3.01K as of Q4 2025.
Trust Company of Vermont left its Amalgamated Financial share count unchanged in Q4 2025.
Amalgamated Financial made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #1005 holding.
Trust Company of Vermont first reported a position in Amalgamated Financial in Q2 2023 and has held it in 10 quarters since.
Trust Company of Vermont's Amalgamated Financial position peaked at $20.1K in Q4 2024.
173 funds tracked by Wall St. Rank held Amalgamated Financial as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.