EWA
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EverSource Wealth Advisors’s Amerant Bancorp AMTB Stock Holding History

EverSource Wealth Advisors’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 		$19.1K Buy
867
+523
+152% +$11.2K ﹤0.01% 2531
2025
Q4 		$6.71K Sell
344
-241
-41% -$4.49K ﹤0.01% 2988
2025
Q3 		$11.3K Buy
585
+417
+248% +$8.41K ﹤0.01% 2759
2025
Q2 		$3.06K Buy
168
+73
+77% +$1.3K ﹤0.01% 3344
2025
Q1 		$1.96K Buy
95
+81
+579% +$1.8K ﹤0.01% 2938
2024
Q4 		$314 Hold
14
– – ﹤0.01% 3333
2024
Q3 		$299 Hold
14
– – ﹤0.01% 2930
2024
Q2 		$315 Hold
14
– – ﹤0.01% 2956
2024
Q1 		$303 Buy
+14
New +$316 ﹤0.01% 2777

Other funds holding AMTB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $564B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return