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
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

Other funds holding AMAL

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Wealth Enhancement Advisory Services's AMAL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Amalgamated Financial (AMAL) in Q2 2026: 4,924 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #3458 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in AMAL as recently as Q4 2024.

Wealth Enhancement Advisory Services first reported a position in AMAL in Q4 2024 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 4,924 shares of Amalgamated Financial worth $230K as of Q2 2026.
  • Amalgamated Financial was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Amalgamated Financial made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3458 holding.
  • Wealth Enhancement Advisory Services first reported a position in Amalgamated Financial in Q4 2024 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.