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Larson Financial Group’s Amerant Bancorp AMTB Stock Holding History

Larson Financial Group’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 		$17.5K Buy
684
+78
+13% +$1.82K ﹤0.01% 2081
2026
Q1 		$13.4K Buy
606
+28
+5% +$601 ﹤0.01% 2072
2025
Q4 		$11.3K Sell
578
-228
-28% -$4.24K ﹤0.01% 2045
2025
Q3 		$15.5K Buy
806
+350
+77% +$7.06K ﹤0.01% 1781
2025
Q2 		$8.31K Buy
+456
New +$8.1K ﹤0.01% 1901

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

Larson Financial Group's AMTB Position: Q2 2026 in Review

Larson Financial Group increased its Amerant Bancorp (AMTB) stake by 13% in Q2 2026, buying an estimated $1.82K and bringing the position to 684 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2081.

Larson Financial Group first reported a position in AMTB in Q2 2025 and has held it in 5 quarters since. 145 funds tracked by Wall St. Rank hold AMTB as of Q2 2026.

  • Larson Financial Group held 684 shares of Amerant Bancorp worth $17.5K as of Q2 2026.
  • Larson Financial Group bought 78 Amerant Bancorp shares in Q2 2026, an estimated $1.82K.
  • Amerant Bancorp made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2081 holding.
  • Larson Financial Group first reported a position in Amerant Bancorp in Q2 2025 and has held it in 5 quarters since.
  • 145 funds tracked by Wall St. Rank held Amerant Bancorp as of Q2 2026.

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