Covestor
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Covestor’s Amerant Bancorp AMTB Stock Holding History

Covestor’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
Q3 		$0 Sell
7
-5
-42% -$142 ﹤0.01% 2312
2026
Q2 		$0 Buy
12
+9
+300% +$210 ﹤0.01% 2461
2026
Q1 		$0 Hold
3
– – ﹤0.01% 2223
2025
Q4 		$0 Hold
3
– – ﹤0.01% 2230
2025
Q3 		$0 Hold
3
– – ﹤0.01% 2245
2025
Q2 		$0 Hold
3
– – ﹤0.01% 2167
2025
Q1 		$0 Hold
3
– – ﹤0.01% 2174
2024
Q4 		$0 Hold
3
– – ﹤0.01% 2194
2024
Q3 		$0 Hold
3
– – ﹤0.01% 2171
2024
Q2 		$0 Buy
3
+1
+50% +$22 ﹤0.01% 2204
2024
Q1 		$0 Buy
2
+1
+100% +$23 ﹤0.01% 2200
2023
Q4 		$0 Sell
1
-12
-92% -$248 ﹤0.01% 2105
2023
Q3 		$0 Buy
13
+8
+160% +$153 ﹤0.01% 2074
2023
Q2 		$0 Sell
5
-6
-55% -$112 ﹤0.01% 2093
2023
Q1 		$0 Buy
11
+2
+22% +$53 ﹤0.01% 1975
2022
Q4 		$0 Buy
9
+1
+13% +$28 ﹤0.01% 2020
2022
Q3 		$0 Buy
8
+1
+14% +$27 ﹤0.01% 1938
2022
Q2 		$0 Sell
7
-4
-36% -$113 ﹤0.01% 1868
2022
Q1 		$0 Buy
+11
New +$364 ﹤0.01% 2068

Other funds holding AMTB

Patriot Financial Partners GP II
Patriot Financial Partners GP II Radnor, Pennsylvania $307M AUM 22.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
SM
Salzhauer Michael $249M AUM 14.38% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Covestor's AMTB Position: Q3 2026 in Review

Covestor reduced its Amerant Bancorp (AMTB) stake by 42% in Q3 2026, selling an estimated $142 and leaving 7 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2312.

Covestor first reported a position in AMTB in Q1 2022 and has held it in 19 quarters since. 50 funds tracked by Wall St. Rank hold AMTB as of Q3 2026.

  • Covestor held 7 shares of Amerant Bancorp worth $0 as of Q3 2026.
  • Covestor sold 5 Amerant Bancorp shares in Q3 2026, an estimated $142.
  • Amerant Bancorp made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #2312 holding.
  • Covestor first reported a position in Amerant Bancorp in Q1 2022 and has held it in 19 quarters since.
  • 50 funds tracked by Wall St. Rank held Amerant Bancorp as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.