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VSM Wealth Advisory’s Amalgamated Financial AMAL Stock Holding History

VSM Wealth Advisory’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 		$5.66K Hold
123
– – ﹤0.01% 406
2026
Q1 		$4.77K Buy
123
+1
+0.8% +$38 ﹤0.01% 411
2025
Q4 		$3.92K Hold
122
– – ﹤0.01% 388
2025
Q3 		$3.3K Buy
122
+1
+0.8% +$30 ﹤0.01% 392
2025
Q2 		$3.78K Buy
121
+1
+0.8% +$29 ﹤0.01% 445
2025
Q1 		$3.46K Hold
120
– – ﹤0.01% 433
2024
Q4 		$4.01K Buy
+120
New +$4.12K ﹤0.01% 411

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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

VSM Wealth Advisory's AMAL Position: Q2 2026 in Review

VSM Wealth Advisory held its Amalgamated Financial (AMAL) position steady in Q2 2026 at 123 shares worth $5.66K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

VSM Wealth Advisory first reported a position in AMAL in Q4 2024 and has held it in 7 quarters since. 197 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

  • VSM Wealth Advisory held 123 shares of Amalgamated Financial worth $5.66K as of Q2 2026.
  • VSM Wealth Advisory left its Amalgamated Financial share count unchanged in Q2 2026.
  • Amalgamated Financial made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #406 holding.
  • VSM Wealth Advisory first reported a position in Amalgamated Financial in Q4 2024 and has held it in 7 quarters since.
  • 197 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.