YIH
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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
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% +$9.82K 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

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Y-Intercept (HK)'s AMAL Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in Amalgamated Financial (AMAL) in Q2 2026: 13,526 shares worth $621K. The stake represents 0.01% of the portfolio and ranks #1246 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in AMAL as recently as Q4 2025.

Y-Intercept (HK) first reported a position in AMAL in Q2 2024 and has held it in 6 quarters since. 7 funds tracked by Wall St. Rank hold AMAL as of Q2 2026.

  • Y-Intercept (HK) held 13,526 shares of Amalgamated Financial worth $621K as of Q2 2026.
  • Amalgamated Financial was a new Y-Intercept (HK) position in Q2 2026.
  • Amalgamated Financial made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1246 holding.
  • Y-Intercept (HK) first reported a position in Amalgamated Financial in Q2 2024 and has held it in 6 quarters since.
  • 7 funds tracked by Wall St. Rank held Amalgamated Financial as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.