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Amalgamated Financial Corp shares owned by Creative Planning

Quarter-by-quarter ownership of Amalgamated Financial Corp (AMAL) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Amalgamated Financial Corp

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All positions including Amalgamated Financial Corp held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Amalgamated Financial Corp by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $597k 22k 27.15
2025-06-30 $893k 29k 31.20
2025-03-31 $744k 26k 28.75
2024-12-31 $535k 16k 33.47
2024-09-30 $444k 14k 31.37
2024-06-30 $311k 11k 27.40
2023-12-31 $315k 12k 26.94

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Top funds holding Amalgamated Financial Corp

BlackRock
Dimensional Fund Advisors
Vanguard Group
Macquarie Group
Adage Capital Partners GP
State Street Corporation
Alliancebernstein
Geode Capital Management
American Century Companies
Btim
Millennium Management
First Manhattan
LSV Asset Management
Bridgeway Capital Management
Qube Research & Technologies

View all funds holding Amalgamated Financial Corp