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Creative Planning AMAL Position History
Amalgamated Financial Corp.
Quarters held
8
Latest value
$3.7M
Q3 2026
Peak value
$3.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $557K |
| Q3 2025 | $41K |
| Q4 2025 | $1.9M |
| Q1 2026 | $2.6M |
| Q2 2026 | $80K |
| Q2 2026 | $3.3M |
| Q3 2026 | $83K |
| Q3 2026 | $3.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.7M | 76.8K | — | — |
| Q3 2026 | $83K | 1.7K | — | — |
| Q2 2026 | $3.3M | 71.8K | — | — |
| Q2 2026 | $80K | 1.7K | — | — |
| Q1 2026 | $2.6M | 66.7K | — | — |
| Q4 2025 | $1.9M | 58.2K | — | — |
| Q3 2025 | $41K | 1.5K | — | — |
| Q3 2025 | $557K | 20.5K | — | — |
Other funds holding AMAL
$41.8M
$40.6M
$35.2M
$33.5M
$32.1M
$32.1M
$29.1M