UMB Bank’s Amalgamated Financial AMAL Stock Holding History

UMB Bank’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	$2.33K	Hold	60	–	–	﹤0.01%	2149
2025 Q4	$1.92K	Hold	60	–	–	﹤0.01%	2178
2025 Q3	$1.63K	Hold	60	–	–	﹤0.01%	2062
2025 Q2	$1.87K	Hold	60	–	–	﹤0.01%	2013
2025 Q1	$1.73K	Hold	60	–	–	﹤0.01%	1988
2024 Q4	$2.01K	Hold	60	–	–	﹤0.01%	1931
2024 Q3	$1.88K	Hold	60	–	–	﹤0.01%	1999
2024 Q2	$1.64K	Hold	60	–	–	﹤0.01%	1846
2024 Q1	$1.44K	Hold	60	–	–	﹤0.01%	1639
2023 Q4	$1.62K	Hold	60	–	–	﹤0.01%	1508
2023 Q3	$1.03K	Hold	60	–	–	﹤0.01%	1598
2023 Q2	$965	Hold	60	–	–	﹤0.01%	1595
2023 Q1	$1.06K	Hold	60	–	–	﹤0.01%	1593
2022 Q4	$1K	Hold	60	–	–	﹤0.01%	1584
2022 Q3	$1K	Hold	60	–	–	﹤0.01%	1639
2022 Q2	$1K	Hold	60	–	–	﹤0.01%	1801
2022 Q1	$1K	Hold	60	–	–	﹤0.01%	1881
2021 Q4	$1K	Buy	+60	New	+$1.04K	﹤0.01%	1887

Other funds holding AMAL

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

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 Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

American Century Companies Kansas City, Missouri $194B AUM 35% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

UMB Bank's AMAL Position: Q1 2026 in Review

UMB Bank held its Amalgamated Financial (AMAL) position steady in Q1 2026 at 60 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #2149.

UMB Bank first reported a position in AMAL in Q4 2021 and has held it in 18 quarters since. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

UMB Bank held 60 shares of Amalgamated Financial worth $2.33K as of Q1 2026.
UMB Bank left its Amalgamated Financial share count unchanged in Q1 2026.
Amalgamated Financial made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #2149 holding.
UMB Bank first reported a position in Amalgamated Financial in Q4 2021 and has held it in 18 quarters since.
176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.