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Empowered Funds’s Amerant Bancorp AMTB Stock Holding History

Empowered Funds’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 		$3.63M Buy
+164,730
New +$3.54M 0.02% 782
2025
Q4 		– Sell
-150,341
Closed -$2.9M – 1043
2025
Q3 		$2.9M Buy
+150,341
New +$3.03M 0.03% 729
2024
Q1 		– Sell
-30,266
Closed -$744K – 1375
2023
Q4 		$744K Buy
30,266
+2,688
+10% +$55.6K 0.02% 886
2023
Q3 		$481K Buy
27,578
+2,212
+9% +$42.2K 0.01% 932
2023
Q2 		$436K Buy
+25,366
New +$472K 0.02% 859

Other funds holding AMTB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
State Street
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Empowered Funds's AMTB Position: Q1 2026 in Review

Empowered Funds opened a new position in Amerant Bancorp (AMTB) in Q1 2026: 164,730 shares worth $3.63M. The stake represents 0.02% of the portfolio and ranks #782 among its holdings. This is a return to the name: Empowered Funds previously reported a position in AMTB as recently as Q3 2025.

Empowered Funds first reported a position in AMTB in Q2 2023 and has held it in 5 quarters since. 150 funds tracked by Wall St. Rank hold AMTB as of Q1 2026.

  • Empowered Funds held 164,730 shares of Amerant Bancorp worth $3.63M as of Q1 2026.
  • Amerant Bancorp was a new Empowered Funds position in Q1 2026.
  • Amerant Bancorp made up 0.02% of Empowered Funds's portfolio in Q1 2026, its #782 holding.
  • Empowered Funds first reported a position in Amerant Bancorp in Q2 2023 and has held it in 5 quarters since.
  • 150 funds tracked by Wall St. Rank held Amerant Bancorp as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.