Fidelity Investments
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Fidelity Investments’s Amerant Bancorp AMTB Stock Holding History

Fidelity Investments’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 		$55.1K Sell
2,500
-740
-23% -$15.9K ﹤0.01% 4087
2025
Q4 		$63.2K Buy
3,240
+2,048
+172% +$38.1K ﹤0.01% 3987
2025
Q3 		$23K Buy
1,192
+131
+12% +$2.64K ﹤0.01% 4298
2025
Q2 		$19.3K Sell
1,061
-453
-30% -$8.04K ﹤0.01% 4297
2025
Q1 		$31.2K Buy
1,514
+100
+7% +$2.22K ﹤0.01% 4063
2024
Q4 		$31.7K Buy
1,414
+103
+8% +$2.34K ﹤0.01% 4042
2024
Q3 		$28K Sell
1,311
-184
-12% -$4.04K ﹤0.01% 4030
2024
Q2 		$33.9K Buy
1,495
+169
+13% +$3.73K ﹤0.01% 3817
2024
Q1 		$30.9K Buy
1,326
+171
+15% +$3.86K ﹤0.01% 3809
2023
Q4 		$28.4K Buy
1,155
+482
+72% +$9.97K ﹤0.01% 3771
2023
Q3 		$11.7K Buy
673
+490
+268% +$9.36K ﹤0.01% 4045
2023
Q2 		$3.15K Sell
183
-206
-53% -$3.83K ﹤0.01% 4483
2023
Q1 		$8.46K Sell
389
-25
-6% -$665 ﹤0.01% 4192
2022
Q4 		$11.1K Sell
414
-93
-18% -$2.61K ﹤0.01% 3975
2022
Q3 		$12K Buy
507
+237
+88% +$6.45K ﹤0.01% 4003
2022
Q2 		$7K Buy
270
+76
+39% +$2.16K ﹤0.01% 4203
2022
Q1 		$6K Buy
+194
New +$6.42K ﹤0.01% 4365

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

Fidelity Investments's AMTB Position: Q1 2026 in Review

Fidelity Investments reduced its Amerant Bancorp (AMTB) stake by 23% in Q1 2026, selling an estimated $15.9K and leaving 2,500 shares worth $55.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4087.

Fidelity Investments first reported a position in AMTB in Q1 2022 and has held it in 17 quarters since. The position peaked at $63.2K in Q4 2025. 150 funds tracked by Wall St. Rank hold AMTB as of Q1 2026.

  • Fidelity Investments held 2,500 shares of Amerant Bancorp worth $55.1K as of Q1 2026.
  • Fidelity Investments sold 740 Amerant Bancorp shares in Q1 2026, an estimated $15.9K.
  • Amerant Bancorp made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #4087 holding.
  • Fidelity Investments first reported a position in Amerant Bancorp in Q1 2022 and has held it in 17 quarters since.
  • Fidelity Investments's Amerant Bancorp position peaked at $63.2K in Q4 2025.
  • 150 funds tracked by Wall St. Rank held Amerant Bancorp as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.