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Virtus Investment Advisers’s Amalgamated Financial AMAL Stock Holding History

Virtus Investment Advisers’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
-6,100
Closed -$204K – 485
2024
Q4 		$204K Hold
6,100
– – 0.16% 198
2024
Q3 		$191K Hold
6,100
– – 0.15% 204
2024
Q2 		$167K Sell
6,100
-17,500
-74% -$427K 0.14% 198
2024
Q1 		$566K Buy
23,600
+17,200
+269% +$423K 0.4% 72
2023
Q4 		$172K Buy
+6,400
New +$132K 0.13% 207

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

Virtus Investment Advisers's AMAL Position: Q1 2025 in Review

Virtus Investment Advisers sold out of Amalgamated Financial (AMAL) in Q1 2025, closing a stake of 6,100 shares — an estimated $204K sold.

Virtus Investment Advisers first reported a position in AMAL in Q4 2023 and held it in 5 quarters. The position peaked at $566K in Q1 2024. 185 funds tracked by Wall St. Rank hold AMAL as of Q1 2025.

  • Virtus Investment Advisers reported no remaining Amalgamated Financial position as of Q1 2025 after selling out during the quarter.
  • Virtus Investment Advisers sold 6,100 Amalgamated Financial shares in Q1 2025, an estimated $204K.
  • Virtus Investment Advisers first reported a position in Amalgamated Financial in Q4 2023 and held it in 5 quarters.
  • Virtus Investment Advisers's Amalgamated Financial position peaked at $566K in Q1 2024.
  • 185 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2025.

Based on Virtus Investment Advisers's 13F filing for Q1 2025, filed 15 May 2025.