AMAL — AMALGAMATED FINANCIAL

Ownership history in NewEdge Advisors, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which NewEdge Advisors, LLC reported a position in AMALGAMATED FINANCIAL (AMAL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 928 — 0% 0.00% $25K $26.90
2025 Q2 UNCHANGED 928 — 0% 0.00% $29K $30.76
2025 Q1 ADDED 928 +178 +23.7% 0.00% $27K $28.21
2024 Q4 UNCHANGED 750 — 0% 0.00% $25K $32.71
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% of Fund (quarterly)    AMAL price (monthly, adj. close)

Other funds also holding AMAL

As of 2025 Q4 — sorted by position size

Harrington Investments, INC 3Y 7Y 1.31% NIA IMPACT ADVISORS, LLC 3Y 1.28% Clean Yield Group 3Y 7Y 0.82% Arjuna Capital 3Y 7Y 0.78% GLOBEFLEX CAPITAL L P 3Y 7Y 0.52% SummerHaven Investment Management, LLC 3Y 0.46% ISTHMUS PARTNERS, LLC 3Y 7Y 0.41% EntryPoint Capital, LLC 0.27% Abacus Wealth Partners, LLC 0.21% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.19%
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