Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Amerant Bancorp AMTB Stock Holding History

Carson Wealth (CWM LLC)’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 		$97.8K Buy
4,437
+2,441
+122% +$52.4K ﹤0.01% 3291
2025
Q4 		$39K Sell
1,996
-2,752
-58% -$51.2K ﹤0.01% 3775
2025
Q3 		$91K Buy
4,748
+2,874
+153% +$57.9K ﹤0.01% 3052
2025
Q2 		$34K Buy
1,874
+295
+19% +$5.24K ﹤0.01% 3543
2025
Q1 		$33K Buy
1,579
+1,116
+241% +$24.7K ﹤0.01% 3299
2024
Q4 		$10K Buy
463
+205
+79% +$4.66K ﹤0.01% 3841
2024
Q3 		$6K Buy
258
+160
+163% +$3.51K ﹤0.01% 3981
2024
Q2 		$2K Buy
98
+80
+444% +$1.76K ﹤0.01% 4157
2024
Q1 		$0 Buy
18
+12
+200% +$271 ﹤0.01% 4290
2023
Q4 		$0 Hold
6
– – ﹤0.01% 4104
2023
Q3 		$0 Hold
6
– – ﹤0.01% 4155
2023
Q2 		$0 Buy
+6
New +$112 ﹤0.01% 4152

Other funds holding AMTB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $2.91B AUM 11.03% 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

Carson Wealth (CWM LLC)'s AMTB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Amerant Bancorp (AMTB) stake by 122% in Q1 2026, buying an estimated $52.4K and bringing the position to 4,437 shares worth $97.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3291.

Carson Wealth (CWM LLC) first reported a position in AMTB in Q2 2023 and has held it in 12 quarters since. 150 funds tracked by Wall St. Rank hold AMTB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,437 shares of Amerant Bancorp worth $97.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,441 Amerant Bancorp shares in Q1 2026, an estimated $52.4K.
  • Amerant Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3291 holding.
  • Carson Wealth (CWM LLC) first reported a position in Amerant Bancorp in Q2 2023 and has held it in 12 quarters since.
  • 150 funds tracked by Wall St. Rank held Amerant Bancorp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.