Curi RMB Capital’s Amerant Bancorp AMTB Stock Holding History

Curi RMB Capital’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	$5.51M	Sell	250,056 -50,000	-17%	-$1.07M	0.1%	204
2025 Q4	$5.85M	Hold	300,056	–	–	0.1%	201
2025 Q3	$5.78M	Hold	300,056	–	–	0.11%	201
2025 Q2	$5.47M	Sell	300,056 -64,234	-18%	-$1.14M	0.1%	207
2025 Q1	$7.52M	Hold	364,290	–	–	0.19%	155
2024 Q4	$8.16M	Sell	364,290 -24,029	-6%	-$547K	0.19%	152
2024 Q3	$8.3M	Buy	388,319 +188,319	+94%	+$4.14M	0.19%	148
2024 Q2	$4.54M	Hold	200,000	–	–	0.11%	192
2024 Q1	$4.66M	Buy	200,000 +55,000	+38%	+$1.24M	0.11%	190
2023 Q4	$3.56M	Sell	145,000 -10,000	-6%	-$207K	0.11%	183
2023 Q3	$2.7M	Hold	155,000	–	–	0.09%	193
2023 Q2	$2.66M	Hold	155,000	–	–	0.09%	193
2023 Q1	$3.37M	Sell	155,000 -20,000	-11%	-$532K	0.12%	166
2022 Q4	$4.7M	Sell	175,000 -15,000	-8%	-$421K	0.17%	140
2022 Q3	$4.72M	Sell	190,000 -10,000	-5%	-$272K	0.18%	136
2022 Q2	$5.62M	Buy	+200,000	New	+$5.67M	0.19%	126

Other funds holding AMTB

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return