Wealth Enhancement Advisory Services
AMAL icon

Wealth Enhancement Advisory Services’s Amalgamated Financial AMAL Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$260K Buy
5,515
+591
+12% +$28.5K ﹤0.01% 3495
2026
Q2 		$230K Buy
+4,924
New +$208K ﹤0.01% 3458
2025
Q1 		– Sell
-6,797
Closed -$227K – 2981
2024
Q4 		$227K Buy
+6,797
New +$233K ﹤0.01% 2604

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Isthmus Partners
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KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Harrington Investments
Harrington Investments Napa, California $209M AUM 29.65% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

Wealth Enhancement Advisory Services's AMAL Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Amalgamated Financial (AMAL) stake by 12% in Q3 2026, buying an estimated $28.5K and bringing the position to 5,515 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #3495.

Wealth Enhancement Advisory Services first reported a position in AMAL in Q4 2024 and has held it in 3 quarters since. 27 funds tracked by Wall St. Rank hold AMAL as of Q3 2026.

  • Wealth Enhancement Advisory Services held 5,515 shares of Amalgamated Financial worth $260K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 591 Amalgamated Financial shares in Q3 2026, an estimated $28.5K.
  • Amalgamated Financial made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3495 holding.
  • Wealth Enhancement Advisory Services first reported a position in Amalgamated Financial in Q4 2024 and has held it in 3 quarters since.
  • 27 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.