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Arax Advisory Partners’s Amerant Bancorp AMTB Stock Holding History

Arax Advisory Partners’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 		$34.8K Buy
1,365
+1,108
+431% +$25.8K ﹤0.01% 3568
2026
Q1 		$5.66K Buy
257
+168
+189% +$3.61K ﹤0.01% 2724
2025
Q4 		$1.74K Sell
89
-1,808
-95% -$33.7K ﹤0.01% 3308
2025
Q3 		$36.6K Buy
+1,897
New +$38.3K ﹤0.01% 1992
2024
Q4 		– Sell
-293
Closed -$6.26K – 2439
2024
Q3 		$6.26K Hold
293
– – ﹤0.01% 1622
2024
Q2 		$6.65K Buy
+293
New +$6.46K ﹤0.01% 1460

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
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 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
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Arax Advisory Partners's AMTB Position: Q2 2026 in Review

Arax Advisory Partners increased its Amerant Bancorp (AMTB) stake by 431% in Q2 2026, buying an estimated $25.8K and bringing the position to 1,365 shares worth $34.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3568.

Arax Advisory Partners first reported a position in AMTB in Q2 2024 and has held it in 6 quarters since. The position peaked at $36.6K in Q3 2025. 145 funds tracked by Wall St. Rank hold AMTB as of Q2 2026.

  • Arax Advisory Partners held 1,365 shares of Amerant Bancorp worth $34.8K as of Q2 2026.
  • Arax Advisory Partners bought 1,108 Amerant Bancorp shares in Q2 2026, an estimated $25.8K.
  • Amerant Bancorp made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3568 holding.
  • Arax Advisory Partners first reported a position in Amerant Bancorp in Q2 2024 and has held it in 6 quarters since.
  • Arax Advisory Partners's Amerant Bancorp position peaked at $36.6K in Q3 2025.
  • 145 funds tracked by Wall St. Rank held Amerant Bancorp as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.