Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Amerant Bancorp AMTB Stock Holding History

Jacobs Levy Equity Management’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 		$992K Buy
44,999
+13,142
+41% +$282K ﹤0.01% 705
2025
Q4 		$622K Sell
31,857
-1,029
-3% -$19.2K ﹤0.01% 765
2025
Q3 		$634K Sell
32,886
-39,804
-55% -$803K ﹤0.01% 788
2025
Q2 		$1.33M Sell
72,690
-19,266
-21% -$342K 0.01% 704
2025
Q1 		$1.9M Sell
91,956
-71,479
-44% -$1.58M 0.01% 671
2024
Q4 		$3.66M Buy
163,435
+111,837
+217% +$2.54M 0.01% 483
2024
Q3 		$1.1M Buy
51,598
+13,403
+35% +$294K ﹤0.01% 706
2024
Q2 		$867K Buy
38,195
+1,615
+4% +$35.6K ﹤0.01% 767
2024
Q1 		$852K Sell
36,580
-257
-0.7% -$5.8K ﹤0.01% 743
2023
Q4 		$905K Buy
36,837
+12,459
+51% +$258K ﹤0.01% 738
2023
Q3 		$425K Buy
24,378
+3,264
+15% +$62.3K ﹤0.01% 831
2023
Q2 		$363K Buy
21,114
+5,559
+36% +$103K ﹤0.01% 857
2023
Q1 		$338K Buy
+15,555
New +$414K ﹤0.01% 847
2022
Q3 		– Sell
-7,459
Closed -$210K – 989
2022
Q2 		$210K Sell
7,459
-1,290
-15% -$36.6K ﹤0.01% 954
2022
Q1 		$276K Sell
8,749
-5,658
-39% -$187K ﹤0.01% 933
2021
Q4 		$498K Sell
14,407
-63,219
-81% -$1.86M ﹤0.01% 834
2021
Q3 		$1.92M Sell
77,626
-4,380
-5% -$103K 0.01% 620
2021
Q2 		$1.75M Buy
82,006
+68,737
+518% +$1.44M 0.01% 627
2021
Q1 		$246K Buy
+13,269
New +$222K ﹤0.01% 950

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

Jacobs Levy Equity Management's AMTB Position: Q1 2026 in Review

Jacobs Levy Equity Management increased its Amerant Bancorp (AMTB) stake by 41% in Q1 2026, buying an estimated $282K and bringing the position to 44,999 shares worth $992K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Jacobs Levy Equity Management first reported a position in AMTB in Q1 2021 and has held it in 19 quarters since. The position peaked at $3.66M in Q4 2024. 150 funds tracked by Wall St. Rank hold AMTB as of Q1 2026.

  • Jacobs Levy Equity Management held 44,999 shares of Amerant Bancorp worth $992K as of Q1 2026.
  • Jacobs Levy Equity Management bought 13,142 Amerant Bancorp shares in Q1 2026, an estimated $282K.
  • Amerant Bancorp made up ﹤0.01% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #705 holding.
  • Jacobs Levy Equity Management first reported a position in Amerant Bancorp in Q1 2021 and has held it in 19 quarters since.
  • Jacobs Levy Equity Management's Amerant Bancorp position peaked at $3.66M in Q4 2024.
  • 150 funds tracked by Wall St. Rank held Amerant Bancorp as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.