Azora Capital LP’s Amerant Bancorp AMTB Stock Holding History

Azora Capital LP’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
2025 Q2	–	Sell	-520,996	Closed	-$10.8M	–	59
2025 Q1	$10.8M	Sell	520,996 -15,967	-3%	-$354K	0.73%	28
2024 Q4	$12M	Sell	536,963 -921	-0.2%	-$20.9K	0.54%	43
2024 Q3	$11.5M	Buy	+537,884	New	+$11.8M	0.62%	38

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

PFP

Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

MCM

Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Azora Capital LP's AMTB Position: Q2 2025 in Review

Azora Capital LP sold out of Amerant Bancorp (AMTB) in Q2 2025, closing a stake of 520,996 shares — an estimated $10.8M sold.

Azora Capital LP first reported a position in AMTB in Q3 2024 and held it in 3 quarters. The position peaked at $12M in Q4 2024. 130 funds tracked by Wall St. Rank hold AMTB as of Q2 2025.

Azora Capital LP reported no remaining Amerant Bancorp position as of Q2 2025 after selling out during the quarter.
Azora Capital LP sold 520,996 Amerant Bancorp shares in Q2 2025, an estimated $10.8M.
Azora Capital LP first reported a position in Amerant Bancorp in Q3 2024 and held it in 3 quarters.
Azora Capital LP's Amerant Bancorp position peaked at $12M in Q4 2024.
130 funds tracked by Wall St. Rank held Amerant Bancorp as of Q2 2025.

Based on Azora Capital LP's 13F filing for Q2 2025, filed 14 Aug 2025.