Creative Planning
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Creative Planning’s Amerant Bancorp AMTB Stock Holding History

Creative Planning’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 		$1.12M Buy
43,903
+2,101
+5% +$48.9K ﹤0.01% 2550
2026
Q1 		$921K Buy
41,802
+13,627
+48% +$293K ﹤0.01% 2530
2025
Q4 		$550K Sell
28,175
-39,895
-59% -$743K ﹤0.01% 2756
2025
Q3 		$1.31M Buy
68,070
+35,621
+110% +$718K ﹤0.01% 1873
2025
Q2 		$592K Sell
32,449
-8,112
-20% -$144K ﹤0.01% 2314
2025
Q1 		$837K Buy
40,561
+28,707
+242% +$636K ﹤0.01% 1858
2024
Q4 		$266K Sell
11,854
-120
-1% -$2.73K ﹤0.01% 2764
2024
Q3 		$256K Buy
11,974
+850
+8% +$18.7K ﹤0.01% 2655
2024
Q2 		$253K Buy
+11,124
New +$245K ﹤0.01% 2499

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

Creative Planning's AMTB Position: Q2 2026 in Review

Creative Planning increased its Amerant Bancorp (AMTB) stake by 5% in Q2 2026, buying an estimated $48.9K and bringing the position to 43,903 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #2550.

Creative Planning first reported a position in AMTB in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.31M in Q3 2025. 145 funds tracked by Wall St. Rank hold AMTB as of Q2 2026.

  • Creative Planning held 43,903 shares of Amerant Bancorp worth $1.12M as of Q2 2026.
  • Creative Planning bought 2,101 Amerant Bancorp shares in Q2 2026, an estimated $48.9K.
  • Amerant Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2550 holding.
  • Creative Planning first reported a position in Amerant Bancorp in Q2 2024 and has held it in 9 quarters since.
  • Creative Planning's Amerant Bancorp position peaked at $1.31M in Q3 2025.
  • 145 funds tracked by Wall St. Rank held Amerant Bancorp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.