Allworth Financial’s Amerant Bancorp AMTB Stock Holding History

Allworth Financial’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 Q2	$4.75K	Sell	186 -55	-23%	-$1.28K	﹤0.01%	4144
2026 Q1	$5.31K	Buy	241 +187	+346%	+$4.01K	﹤0.01%	3925
2025 Q4	$1.05K	Sell	54 -59	-52%	-$1.1K	﹤0.01%	4338
2025 Q3	$2.18K	Buy	113 +20	+22%	+$403	﹤0.01%	3963
2025 Q2	$1.7K	Buy	93 +67	+258%	+$1.19K	﹤0.01%	3781
2025 Q1	$441	Sell	26 -71	-73%	-$1.57K	﹤0.01%	3714
2024 Q4	$2.17K	Hold	97	–	–	﹤0.01%	3128
2024 Q3	$2.07K	Buy	97 +11	+13%	+$242	﹤0.01%	2954
2024 Q2	$2.22K	Hold	86	–	–	﹤0.01%	2881
2024 Q1	$2K	Hold	86	–	–	﹤0.01%	2809
2023 Q4	$2.11K	Hold	86	–	–	﹤0.01%	2660
2023 Q3	$1.5K	Hold	86	–	–	﹤0.01%	2677
2023 Q2	$1.48K	Buy	+86	New	+$1.6K	﹤0.01%	2606
2022 Q3	–	Sell	-17	Closed	–	–	2635
2022 Q2	$0	Buy	+17	New	+$482	﹤0.01%	2365

Other funds holding AMTB

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PFPGI

Patriot Financial Partners GP II Radnor, Pennsylvania $391M AUM 33.12% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Allworth Financial's AMTB Position: Q2 2026 in Review

Allworth Financial reduced its Amerant Bancorp (AMTB) stake by 23% in Q2 2026, selling an estimated $1.28K and leaving 186 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #4144.

Allworth Financial first reported a position in AMTB in Q2 2022 and has held it in 14 quarters since. The position peaked at $5.31K in Q1 2026. 145 funds tracked by Wall St. Rank hold AMTB as of Q2 2026.

Allworth Financial held 186 shares of Amerant Bancorp worth $4.75K as of Q2 2026.
Allworth Financial sold 55 Amerant Bancorp shares in Q2 2026, an estimated $1.28K.
Amerant Bancorp made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4144 holding.
Allworth Financial first reported a position in Amerant Bancorp in Q2 2022 and has held it in 14 quarters since.
Allworth Financial's Amerant Bancorp position peaked at $5.31K in Q1 2026.
145 funds tracked by Wall St. Rank held Amerant Bancorp as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.