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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
Q2 		$15.8K Sell
618
-249
-29% -$5.8K ﹤0.01% 2615
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 $580B AUM 38.23% 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 $391M AUM 33.12% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

EverSource Wealth Advisors's AMTB Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Amerant Bancorp (AMTB) stake by 29% in Q2 2026, selling an estimated $5.8K and leaving 618 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2615.

EverSource Wealth Advisors first reported a position in AMTB in Q1 2024 and has held it in 10 quarters since. The position peaked at $19.1K in Q1 2026. 145 funds tracked by Wall St. Rank hold AMTB as of Q2 2026.

  • EverSource Wealth Advisors held 618 shares of Amerant Bancorp worth $15.8K as of Q2 2026.
  • EverSource Wealth Advisors sold 249 Amerant Bancorp shares in Q2 2026, an estimated $5.8K.
  • Amerant Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2615 holding.
  • EverSource Wealth Advisors first reported a position in Amerant Bancorp in Q1 2024 and has held it in 10 quarters since.
  • EverSource Wealth Advisors's Amerant Bancorp position peaked at $19.1K in Q1 2026.
  • 145 funds tracked by Wall St. Rank held Amerant Bancorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.