Insigneo Advisory Services’s Amerant Bancorp AMTB Stock Holding History

Insigneo Advisory Services’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	$252K	Hold	9,883	–	–	0.01%	688
2026 Q1	$218K	Buy	+9,883	New	+$212K	0.02%	620
2025 Q4	–	Sell	-14,583	Closed	-$281K	–	765
2025 Q3	$281K	Hold	14,583	–	–	0.02%	530
2025 Q2	$266K	Hold	14,583	–	–	0.02%	484
2025 Q1	$301K	Buy	+14,583	New	+$323K	0.03%	411

Other funds holding AMTB

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Insigneo Advisory Services's AMTB Position: Q2 2026 in Review

Insigneo Advisory Services held its Amerant Bancorp (AMTB) position steady in Q2 2026 at 9,883 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #688.

Insigneo Advisory Services first reported a position in AMTB in Q1 2025 and has held it in 5 quarters since. The position peaked at $301K in Q1 2025. 145 funds tracked by Wall St. Rank hold AMTB as of Q2 2026.

Insigneo Advisory Services held 9,883 shares of Amerant Bancorp worth $252K as of Q2 2026.
Insigneo Advisory Services left its Amerant Bancorp share count unchanged in Q2 2026.
Amerant Bancorp made up 0.01% of Insigneo Advisory Services's portfolio in Q2 2026, its #688 holding.
Insigneo Advisory Services first reported a position in Amerant Bancorp in Q1 2025 and has held it in 5 quarters since.
Insigneo Advisory Services's Amerant Bancorp position peaked at $301K in Q1 2025.
145 funds tracked by Wall St. Rank held Amerant Bancorp as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.