Activest Wealth Management
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Activest Wealth Management’s Amerant Bancorp AMTB Stock Holding History

Activest Wealth Management’s Portfolio AMTB Stock Details AMTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$16.4K Buy
572
+1
+0.2% +$28 ﹤0.01% 490
2026
Q2 		$14.6K Buy
571
+2
+0.4% +$47 ﹤0.01% 507
2026
Q1 		$12.5K Buy
569
+2
+0.4% +$43 ﹤0.01% 633
2025
Q4 		$11.1K Buy
567
+2
+0.4% +$37 ﹤0.01% 641
2025
Q3 		$10.9K Buy
565
+1
+0.2% +$20 ﹤0.01% 487
2025
Q2 		$10.3K Buy
564
+2
+0.4% +$36 ﹤0.01% 421
2025
Q1 		$11.6K Buy
562
+2
+0.4% +$44 ﹤0.01% 374
2024
Q4 		$12.6K Buy
560
+1
+0.2% +$23 ﹤0.01% 294
2024
Q3 		$11.9K Buy
559
+2
+0.4% +$44 ﹤0.01% 307
2024
Q2 		$12.6K Buy
557
+1
+0.2% +$22 ﹤0.01% 285
2024
Q1 		$12.9K Buy
+556
New +$12.5K 0.01% 201
2023
Q4 		– Sell
-552
Closed -$9.6K – 328
2023
Q3 		$9.6K Buy
552
+2
+0.4% +$38 0.01% 177
2023
Q2 		$0 Buy
550
+1
+0.2% +$19 ﹤0.01% 295
2023
Q1 		$11.7K Buy
+549
New +$14.6K 0.01% 156
2022
Q3 		– Sell
-545
Closed -$15K – 443
2022
Q2 		$15K Buy
545
+1
+0.2% +$28 0.01% 175
2022
Q1 		$17K Buy
544
+2
+0.4% +$66 0.01% 172
2021
Q4 		$19K Buy
+542
New +$15.9K 0.01% 170

Other funds holding AMTB

Patriot Financial Partners GP II
Patriot Financial Partners GP II Radnor, Pennsylvania $307M AUM 22.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Peregrine Capital Management
Peregrine Capital Management Minneapolis, Minnesota $2.95B AUM 28.43% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Activest Wealth Management's AMTB Position: Q3 2026 in Review

Activest Wealth Management increased its Amerant Bancorp (AMTB) stake by 0.18% in Q3 2026, buying an estimated $28 and bringing the position to 572 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Activest Wealth Management first reported a position in AMTB in Q4 2021 and has held it in 17 quarters since. The position peaked at $19K in Q4 2021. 70 funds tracked by Wall St. Rank hold AMTB as of Q3 2026.

  • Activest Wealth Management held 572 shares of Amerant Bancorp worth $16.4K as of Q3 2026.
  • Activest Wealth Management bought 1 Amerant Bancorp share in Q3 2026, an estimated $28.
  • Amerant Bancorp made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #490 holding.
  • Activest Wealth Management first reported a position in Amerant Bancorp in Q4 2021 and has held it in 17 quarters since.
  • Activest Wealth Management's Amerant Bancorp position peaked at $19K in Q4 2021.
  • 70 funds tracked by Wall St. Rank held Amerant Bancorp as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.