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 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return