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Amalgamated Financial Corp shares owned by True Wealth Design

Quarter-by-quarter ownership of Amalgamated Financial Corp (AMAL) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in Amalgamated Financial Corp

Tip: Access up to 7 years of quarterly data

All positions including Amalgamated Financial Corp held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Amalgamated Financial Corp by True Wealth Design

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8k 67 27.16
2025-06-30 $2.7k 88 31.20
2025-03-31 $1.4k 49 28.76
2024-12-31 $1.1k 32 33.50

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
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American Centy Etf Tr Us Sml Cp Valu (AVUV)
Simplify Exchange Traded Fun Bond Bull Etf (RFIX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
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Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for True Wealth Design

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