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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
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 $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

Xponance's AMAL Position: Q1 2026 in Review

Xponance reduced its Amalgamated Financial (AMAL) stake by 12% in Q1 2026, selling an estimated $49.6K and leaving 9,508 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #1163.

Xponance first reported a position in AMAL in Q1 2025 and has held it in 4 quarters since. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

  • Xponance held 9,508 shares of Amalgamated Financial worth $370K as of Q1 2026.
  • Xponance sold 1,309 Amalgamated Financial shares in Q1 2026, an estimated $49.6K.
  • Amalgamated Financial made up ﹤0.01% of Xponance's portfolio in Q1 2026, its #1163 holding.
  • Xponance first reported a position in Amalgamated Financial in Q1 2025 and has held it in 4 quarters since.
  • 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on Xponance's 13F filing for Q1 2026, filed 13 May 2026.