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Essex Investment Management’s Amerant Bancorp AMTB Stock Holding History

Essex Investment Management’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 		$3.46M Buy
156,818
+2,728
+2% +$58.6K 0.55% 60
2025
Q4 		$3.01M Buy
+154,090
New +$2.87M 0.46% 82

Other funds holding AMTB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $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 $3.37T AUM 44.26% 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

Essex Investment Management's AMTB Position: Q1 2026 in Review

Essex Investment Management increased its Amerant Bancorp (AMTB) stake by 1.8% in Q1 2026, buying an estimated $58.6K and bringing the position to 156,818 shares worth $3.46M. The position accounts for 0.55% of the portfolio, ranked #60.

Essex Investment Management first reported a position in AMTB in Q4 2025 and has held it in 2 quarters since. 150 funds tracked by Wall St. Rank hold AMTB as of Q1 2026.

  • Essex Investment Management held 156,818 shares of Amerant Bancorp worth $3.46M as of Q1 2026.
  • Essex Investment Management bought 2,728 Amerant Bancorp shares in Q1 2026, an estimated $58.6K.
  • Amerant Bancorp made up 0.55% of Essex Investment Management's portfolio in Q1 2026, its #60 holding.
  • Essex Investment Management first reported a position in Amerant Bancorp in Q4 2025 and has held it in 2 quarters since.
  • 150 funds tracked by Wall St. Rank held Amerant Bancorp as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.