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Xponance’s Amalgamated Financial AMAL Stock Holding History

Xponance’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 		$399K Sell
8,691
-817
-9% -$34.4K ﹤0.01% 1230
2026
Q1 		$370K Sell
9,508
-1,309
-12% -$49.6K ﹤0.01% 1163
2025
Q4 		$346K Buy
+10,817
New +$315K ﹤0.01% 1102
2025
Q3 		– Sell
-8,552
Closed -$267K – 1530
2025
Q2 		$267K Buy
8,552
+164
+2% +$4.8K ﹤0.01% 1184
2025
Q1 		$241K Buy
+8,388
New +$274K ﹤0.01% 1189

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

Xponance's AMAL Position: Q2 2026 in Review

Xponance reduced its Amalgamated Financial (AMAL) stake by 8.6% in Q2 2026, selling an estimated $34.4K and leaving 8,691 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

Xponance first reported a position in AMAL in Q1 2025 and has held it in 5 quarters since. 197 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

  • Xponance held 8,691 shares of Amalgamated Financial worth $399K as of Q2 2026.
  • Xponance sold 817 Amalgamated Financial shares in Q2 2026, an estimated $34.4K.
  • Amalgamated Financial made up ﹤0.01% of Xponance's portfolio in Q2 2026, its #1230 holding.
  • Xponance first reported a position in Amalgamated Financial in Q1 2025 and has held it in 5 quarters since.
  • 197 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.