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Angel Oak Capital Advisors’s Amerant Bancorp AMTB Stock Holding History

Angel Oak Capital Advisors’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 		– Sell
-10,000
Closed -$195K – 34
2025
Q4 		$195K Hold
10,000
– – 0.28% 34
2025
Q3 		$193K Hold
10,000
– – 0.15% 33
2025
Q2 		$182K Hold
10,000
– – 0.26% 33
2025
Q1 		$206K Sell
10,000
-5,000
-33% -$111K 0.28% 33
2024
Q4 		$336K Buy
+15,000
New +$341K 0.45% 22

Other funds holding AMTB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Angel Oak Capital Advisors's AMTB Position: Q1 2026 in Review

Angel Oak Capital Advisors sold out of Amerant Bancorp (AMTB) in Q1 2026, closing a stake of 10,000 shares — an estimated $195K sold.

Angel Oak Capital Advisors first reported a position in AMTB in Q4 2024 and held it in 5 quarters. The position peaked at $336K in Q4 2024. 150 funds tracked by Wall St. Rank hold AMTB as of Q1 2026.

  • Angel Oak Capital Advisors reported no remaining Amerant Bancorp position as of Q1 2026 after selling out during the quarter.
  • Angel Oak Capital Advisors sold 10,000 Amerant Bancorp shares in Q1 2026, an estimated $195K.
  • Angel Oak Capital Advisors first reported a position in Amerant Bancorp in Q4 2024 and held it in 5 quarters.
  • Angel Oak Capital Advisors's Amerant Bancorp position peaked at $336K in Q4 2024.
  • 150 funds tracked by Wall St. Rank held Amerant Bancorp as of Q1 2026.

Based on Angel Oak Capital Advisors's 13F filing for Q1 2026, filed 12 May 2026.