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IFP Advisors’s Amerant Bancorp AMTB Stock Holding History

IFP 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 		$3.19K Buy
125
+95
+317% +$2.21K ﹤0.01% 4025
2026
Q1 		$661 Buy
30
+4
+15% +$86 ﹤0.01% 4347
2025
Q4 		$507 Sell
26
-7
-21% -$130 ﹤0.01% 4284
2025
Q3 		$636 Buy
33
+27
+450% +$544 ﹤0.01% 4102
2025
Q2 		$875 Sell
6
-4
-40% -$71 ﹤0.01% 4264
2025
Q1 		$206 Hold
10
– – ﹤0.01% 3656
2024
Q4 		$224 Buy
+10
New +$227 ﹤0.01% 3677
2023
Q4 		– Sell
-500
Closed -$8.72K – 3051
2023
Q3 		$8.72K Hold
500
– – ﹤0.01% 2308
2023
Q2 		$8.6K Hold
500
– – ﹤0.01% 2355
2023
Q1 		$9.75K Hold
500
– – ﹤0.01% 2298
2022
Q4 		$10K Buy
+500
New +$14K ﹤0.01% 3359

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

IFP Advisors's AMTB Position: Q2 2026 in Review

IFP Advisors increased its Amerant Bancorp (AMTB) stake by 317% in Q2 2026, buying an estimated $2.21K and bringing the position to 125 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #4025.

IFP Advisors first reported a position in AMTB in Q4 2022 and has held it in 11 quarters since. The position peaked at $10K in Q4 2022. 145 funds tracked by Wall St. Rank hold AMTB as of Q2 2026.

  • IFP Advisors held 125 shares of Amerant Bancorp worth $3.19K as of Q2 2026.
  • IFP Advisors bought 95 Amerant Bancorp shares in Q2 2026, an estimated $2.21K.
  • Amerant Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4025 holding.
  • IFP Advisors first reported a position in Amerant Bancorp in Q4 2022 and has held it in 11 quarters since.
  • IFP Advisors's Amerant Bancorp position peaked at $10K in Q4 2022.
  • 145 funds tracked by Wall St. Rank held Amerant Bancorp as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.