Integrated Wealth Concepts’s Amerant Bancorp AMTB Stock Holding History

Integrated Wealth Concepts’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	$8.7K	Buy	+341	New	+$7.94K	﹤0.01%	4645

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

Integrated Wealth Concepts's AMTB Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Amerant Bancorp (AMTB) in Q2 2026: 341 shares worth $8.7K. The stake represents ﹤0.01% of the portfolio and ranks #4645 among its holdings.

145 funds tracked by Wall St. Rank hold AMTB as of Q2 2026.

Integrated Wealth Concepts held 341 shares of Amerant Bancorp worth $8.7K as of Q2 2026.
Amerant Bancorp was a new Integrated Wealth Concepts position in Q2 2026.
Amerant Bancorp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4645 holding.
145 funds tracked by Wall St. Rank held Amerant Bancorp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.