Jump Financial’s Amerant Bancorp AMTB Stock Holding History

Jump Financial’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	$1.04M	Sell	47,303 -33,218	-41%	-$713K	0.02%	901
2025 Q4	$1.57M	Buy	80,521 +31,709	+65%	+$590K	0.02%	782
2025 Q3	$941K	Buy	48,812 +14,512	+42%	+$293K	0.01%	1041
2025 Q2	$625K	Buy	34,300 +17,331	+102%	+$308K	0.01%	1145
2025 Q1	$350K	Sell	16,969 -8,252	-33%	-$183K	0.01%	1227
2024 Q4	$565K	Buy	+25,221	New	+$574K	0.01%	1020
2024 Q2	–	Sell	-9,761	Closed	-$227K	–	1777
2024 Q1	$227K	Buy	+9,761	New	+$220K	0.01%	1606
2023 Q2	–	Sell	-11,485	Closed	-$250K	–	1769
2023 Q1	$250K	Buy	+11,485	New	+$306K	0.01%	1205
2022 Q3	–	Sell	-13,400	Closed	-$376K	–	1549
2022 Q2	$376K	Buy	13,400 +500	+4%	+$14.2K	0.02%	969
2022 Q1	$408K	Buy	+12,900	New	+$427K	0.02%	903

Other funds holding AMTB

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return