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Clearstead Advisors’s Amerant Bancorp AMTB Stock Holding History

Clearstead 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
Q2 		$485 Buy
+19
New +$442 ﹤0.01% 2933
2025
Q4 		– Sell
-85
Closed -$1.64K – 2767
2025
Q3 		$1.64K Buy
85
+14
+20% +$282 ﹤0.01% 2511
2025
Q2 		$1.29K Buy
+71
New +$1.26K ﹤0.01% 2400

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

Clearstead Advisors's AMTB Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Amerant Bancorp (AMTB) in Q2 2026: 19 shares worth $485. The stake represents ﹤0.01% of the portfolio and ranks #2933 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in AMTB as recently as Q3 2025.

Clearstead Advisors first reported a position in AMTB in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.64K in Q3 2025. 145 funds tracked by Wall St. Rank hold AMTB as of Q2 2026.

  • Clearstead Advisors held 19 shares of Amerant Bancorp worth $485 as of Q2 2026.
  • Amerant Bancorp was a new Clearstead Advisors position in Q2 2026.
  • Amerant Bancorp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2933 holding.
  • Clearstead Advisors first reported a position in Amerant Bancorp in Q2 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Amerant Bancorp position peaked at $1.64K in Q3 2025.
  • 145 funds tracked by Wall St. Rank held Amerant Bancorp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.