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Coldstream Capital Management’s Amerant Bancorp AMTB Stock Holding History

Coldstream Capital Management’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
-6
Closed -$124 – 1220
2025
Q1 		$124 Buy
+6
New +$133 ﹤0.01% 3503

Other funds holding AMTB

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PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Coldstream Capital Management's AMTB Position: Q2 2025 in Review

Coldstream Capital Management sold out of Amerant Bancorp (AMTB) in Q2 2025, closing a stake of 6 shares — an estimated $124 sold.

Coldstream Capital Management first reported a position in AMTB in Q1 2025 and held it in 1 quarter. The position peaked at $124 in Q1 2025. 130 funds tracked by Wall St. Rank hold AMTB as of Q2 2025.

  • Coldstream Capital Management reported no remaining Amerant Bancorp position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 6 Amerant Bancorp shares in Q2 2025, an estimated $124.
  • Coldstream Capital Management first reported a position in Amerant Bancorp in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Amerant Bancorp position peaked at $124 in Q1 2025.
  • 130 funds tracked by Wall St. Rank held Amerant Bancorp as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.