Jones Financial Companies’s Amerant Bancorp AMTB Stock Holding History

Jones Financial Companies’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	$407	Buy	+16	New	+$373	﹤0.01%	4790

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

Jones Financial Companies's AMTB Position: Q2 2026 in Review

Jones Financial Companies opened a new position in Amerant Bancorp (AMTB) in Q2 2026: 16 shares worth $407. The stake represents ﹤0.01% of the portfolio and ranks #4790 among its holdings.

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

Jones Financial Companies held 16 shares of Amerant Bancorp worth $407 as of Q2 2026.
Amerant Bancorp was a new Jones Financial Companies position in Q2 2026.
Amerant Bancorp made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4790 holding.
145 funds tracked by Wall St. Rank held Amerant Bancorp as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.