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USA Financial Formulas’s Amalgamated Financial AMAL Stock Holding History

USA Financial Formulas’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
Q1 		– Sell
-1,007
Closed -$33.7K – 278
2024
Q4 		$33.7K Buy
+1,007
New +$34.6K 0.01% 243

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

USA Financial Formulas's AMAL Position: Q1 2025 in Review

USA Financial Formulas sold out of Amalgamated Financial (AMAL) in Q1 2025, closing a stake of 1,007 shares — an estimated $33.7K sold.

USA Financial Formulas first reported a position in AMAL in Q4 2024 and held it in 1 quarter. The position peaked at $33.7K in Q4 2024. 185 funds tracked by Wall St. Rank hold AMAL as of Q1 2025.

  • USA Financial Formulas reported no remaining Amalgamated Financial position as of Q1 2025 after selling out during the quarter.
  • USA Financial Formulas sold 1,007 Amalgamated Financial shares in Q1 2025, an estimated $33.7K.
  • USA Financial Formulas first reported a position in Amalgamated Financial in Q4 2024 and held it in 1 quarter.
  • USA Financial Formulas's Amalgamated Financial position peaked at $33.7K in Q4 2024.
  • 185 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2025.

Based on USA Financial Formulas's 13F filing for Q1 2025, filed 15 Apr 2025.