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Turning Point Benefit Group’s Amalgamated Financial AMAL Stock Holding History

Turning Point Benefit Group’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
Q1 		– Sell
-3
Closed -$96 – 129
2025
Q4 		$96 Hold
3
– – ﹤0.01% 812
2025
Q3 		$80 Buy
+3
New +$89 ﹤0.01% 730

Other funds holding AMAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Turning Point Benefit Group's AMAL Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Amalgamated Financial (AMAL) in Q1 2026, closing a stake of 3 shares — an estimated $96 sold.

Turning Point Benefit Group first reported a position in AMAL in Q3 2025 and held it in 2 quarters. The position peaked at $96 in Q4 2025. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Amalgamated Financial position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 3 Amalgamated Financial shares in Q1 2026, an estimated $96.
  • Turning Point Benefit Group first reported a position in Amalgamated Financial in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Amalgamated Financial position peaked at $96 in Q4 2025.
  • 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.