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IEQ Capital’s Amerant Bancorp AMTB Stock Holding History

IEQ Capital’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 		$394K Sell
15,432
-2,239
-13% -$52.1K ﹤0.01% 1517
2026
Q1 		$389K Buy
17,671
+3,432
+24% +$73.7K ﹤0.01% 1414
2025
Q4 		$278K Sell
14,239
-1,796
-11% -$33.4K ﹤0.01% 1567
2025
Q3 		$309K Buy
+16,035
New +$323K ﹤0.01% 1509

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

IEQ Capital's AMTB Position: Q2 2026 in Review

IEQ Capital reduced its Amerant Bancorp (AMTB) stake by 13% in Q2 2026, selling an estimated $52.1K and leaving 15,432 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #1517.

IEQ Capital first reported a position in AMTB in Q3 2025 and has held it in 4 quarters since. 145 funds tracked by Wall St. Rank hold AMTB as of Q2 2026.

  • IEQ Capital held 15,432 shares of Amerant Bancorp worth $394K as of Q2 2026.
  • IEQ Capital sold 2,239 Amerant Bancorp shares in Q2 2026, an estimated $52.1K.
  • Amerant Bancorp made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1517 holding.
  • IEQ Capital first reported a position in Amerant Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 145 funds tracked by Wall St. Rank held Amerant Bancorp as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.