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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
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

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BlackRock
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PFPGI
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VCM
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Dimensional Fund Advisors
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NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
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