Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Amalgamated Financial AMAL Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$3.17M Sell
69,030
-7,903
-10% -$333K ﹤0.01% 1113
2026
Q1 		$2.99M Buy
76,933
+5,300
+7% +$201K 0.01% 1097
2025
Q4 		$2.29M Buy
71,633
+8,491
+13% +$247K ﹤0.01% 1212
2025
Q3 		$1.71M Sell
63,142
-1,277
-2% -$38K ﹤0.01% 1357
2025
Q2 		$2.01M Sell
64,419
-504
-0.8% -$14.8K ﹤0.01% 1244
2025
Q1 		$1.87M Buy
64,923
+1,068
+2% +$34.9K ﹤0.01% 1232
2024
Q4 		$2.14M Buy
+63,855
New +$2.19M ﹤0.01% 876

Other funds holding AMAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's AMAL Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Amalgamated Financial (AMAL) stake by 10% in Q2 2026, selling an estimated $333K and leaving 69,030 shares worth $3.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in AMAL in Q4 2024 and has held it in 7 quarters since. 105 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 69,030 shares of Amalgamated Financial worth $3.17M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 7,903 Amalgamated Financial shares in Q2 2026, an estimated $333K.
  • Amalgamated Financial made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1113 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Amalgamated Financial in Q4 2024 and has held it in 7 quarters since.
  • 105 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.