Essential Partners’s Amerant Bancorp AMTB Stock Holding History

Essential Partners’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	$3.56K	Hold	124	–	–	﹤0.01%	1670
2026 Q2	$3.16K	Buy	124 +29	+31%	+$675	﹤0.01%	1765
2026 Q1	$2.09K	Buy	95 +11	+13%	+$236	﹤0.01%	1990
2025 Q4	$1.64K	Sell	84 -234	-74%	-$4.36K	﹤0.01%	1865
2025 Q3	$6.13K	Buy	318 +232	+270%	+$4.68K	﹤0.01%	1352
2025 Q2	$1.57K	Buy	+86	New	+$1.53K	﹤0.01%	1389

Other funds holding AMTB

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's AMTB Position: Q3 2026 in Review

Essential Partners held its Amerant Bancorp (AMTB) position steady in Q3 2026 at 124 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1670.

Essential Partners first reported a position in AMTB in Q2 2025 and has held it in 6 quarters since. The position peaked at $6.13K in Q3 2025. 6 funds tracked by Wall St. Rank hold AMTB as of Q3 2026.

Essential Partners held 124 shares of Amerant Bancorp worth $3.56K as of Q3 2026.
Essential Partners left its Amerant Bancorp share count unchanged in Q3 2026.
Amerant Bancorp made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1670 holding.
Essential Partners first reported a position in Amerant Bancorp in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Amerant Bancorp position peaked at $6.13K in Q3 2025.
6 funds tracked by Wall St. Rank held Amerant Bancorp as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.