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JPL Wealth Management’s Amerant Bancorp AMTB Stock Holding History

JPL Wealth 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
Q2 		$1.81K Hold
71
– – ﹤0.01% 1107
2026
Q1 		$1.56K Buy
+71
New +$1.52K ﹤0.01% 1051

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

JPL Wealth Management's AMTB Position: Q2 2026 in Review

JPL Wealth Management held its Amerant Bancorp (AMTB) position steady in Q2 2026 at 71 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1107.

JPL Wealth Management first reported a position in AMTB in Q1 2026 and has held it in 2 quarters since. 145 funds tracked by Wall St. Rank hold AMTB as of Q2 2026.

  • JPL Wealth Management held 71 shares of Amerant Bancorp worth $1.81K as of Q2 2026.
  • JPL Wealth Management left its Amerant Bancorp share count unchanged in Q2 2026.
  • Amerant Bancorp made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1107 holding.
  • JPL Wealth Management first reported a position in Amerant Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 145 funds tracked by Wall St. Rank held Amerant Bancorp as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.