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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
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 $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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Adage Capital Partners
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VSM Wealth Advisory's AMAL Position: Q1 2026 in Review

VSM Wealth Advisory increased its Amalgamated Financial (AMAL) stake by 0.82% in Q1 2026, buying an estimated $38 and bringing the position to 123 shares worth $4.77K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

VSM Wealth Advisory first reported a position in AMAL in Q4 2024 and has held it in 6 quarters since. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

  • VSM Wealth Advisory held 123 shares of Amalgamated Financial worth $4.77K as of Q1 2026.
  • VSM Wealth Advisory bought 1 Amalgamated Financial share in Q1 2026, an estimated $38.
  • Amalgamated Financial made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q1 2026, its #411 holding.
  • VSM Wealth Advisory first reported a position in Amalgamated Financial in Q4 2024 and has held it in 6 quarters since.
  • 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on VSM Wealth Advisory's 13F filing for Q1 2026, filed 6 May 2026.