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Bare Financial Services’s Amerant Bancorp AMTB Stock Holding History

Bare Financial Services’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 		$2.94K Sell
115
-1
-0.9% -$23 ﹤0.01% 1038
2026
Q1 		$2.56K Buy
+116
New +$2.49K ﹤0.01% 902

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

Bare Financial Services's AMTB Position: Q2 2026 in Review

Bare Financial Services reduced its Amerant Bancorp (AMTB) stake by 0.86% in Q2 2026, selling an estimated $23 and leaving 115 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

Bare Financial Services first reported a position in AMTB in Q1 2026 and has held it in 2 quarters since. 145 funds tracked by Wall St. Rank hold AMTB as of Q2 2026.

  • Bare Financial Services held 115 shares of Amerant Bancorp worth $2.94K as of Q2 2026.
  • Bare Financial Services sold 1 Amerant Bancorp share in Q2 2026, an estimated $23.
  • Amerant Bancorp made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1038 holding.
  • Bare Financial Services first reported a position in Amerant Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 145 funds tracked by Wall St. Rank held Amerant Bancorp as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.