Y-Intercept (HK)’s Amalgamated Financial AMAL Stock Holding History

Y-Intercept (HK)’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	$1.82M	Buy	38,293 +24,767	+183%	+$1.19M	0.04%	676
2026 Q2	$621K	Buy	+13,526	New	+$570K	0.01%	1246
2026 Q1	–	Sell	-12,693	Closed	-$407K	–	1523
2025 Q4	$407K	Buy	+12,693	New	+$369K	0.01%	1296
2025 Q2	–	Sell	-16,126	Closed	-$464K	–	1611
2025 Q1	$464K	Buy	16,126 +9,304	+136%	+$304K	0.03%	724
2024 Q4	$228K	Buy	6,822 +286	+4%	+$9.8K	0.02%	1015
2024 Q3	$205K	Sell	6,536 -1,495	-19%	-$45.3K	0.01%	1158
2024 Q2	$220K	Buy	+8,031	New	+$196K	0.01%	1149

Other funds holding AMAL

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Harrington Investments Napa, California $209M AUM 29.65% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

DSC

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Y-Intercept (HK)'s AMAL Position: Q3 2026 in Review

Y-Intercept (HK) increased its Amalgamated Financial (AMAL) stake by 183% in Q3 2026, buying an estimated $1.19M and bringing the position to 38,293 shares worth $1.82M. The position accounts for 0.04% of the portfolio, ranked #676.

Y-Intercept (HK) first reported a position in AMAL in Q2 2024 and has held it in 7 quarters since. 18 funds tracked by Wall St. Rank hold AMAL as of Q3 2026.

Y-Intercept (HK) held 38,293 shares of Amalgamated Financial worth $1.82M as of Q3 2026.
Y-Intercept (HK) bought 24,767 Amalgamated Financial shares in Q3 2026, an estimated $1.19M.
Amalgamated Financial made up 0.04% of Y-Intercept (HK)'s portfolio in Q3 2026, its #676 holding.
Y-Intercept (HK) first reported a position in Amalgamated Financial in Q2 2024 and has held it in 7 quarters since.
18 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.