Lindbrook Capital’s Amerant Bancorp AMTB Stock Holding History

Lindbrook Capital’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
2025 Q1	$3.36K	Hold	163	–	–	﹤0.01%	2112
2024 Q4	$3.65K	Hold	163	–	–	﹤0.01%	2116
2024 Q3	$3.48K	Sell	163 -208	-56%	-$4.57K	﹤0.01%	2156
2024 Q2	$8.42K	Hold	371	–	–	﹤0.01%	1727
2024 Q1	$8.64K	Hold	371	–	–	﹤0.01%	1648
2023 Q4	$9.12K	Sell	371 -56	-13%	-$1.16K	﹤0.01%	1598
2023 Q3	$7.45K	Hold	427	–	–	﹤0.01%	1563
2023 Q2	$7.34K	Buy	+427	New	+$7.95K	﹤0.01%	1629
2023 Q1	–	Sell	-148	Closed	-$3.97K	–	2780
2022 Q4	$3.97K	Buy	148 +30	+25%	+$842	﹤0.01%	1937
2022 Q3	$3K	Buy	118 +2	+2%	+$54	﹤0.01%	1832
2022 Q2	$3K	Sell	116 -78	-40%	-$2.21K	﹤0.01%	1737
2022 Q1	$6K	Buy	+194	New	+$6.42K	﹤0.01%	1493

Other funds holding AMTB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PFP

Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Lindbrook Capital's AMTB Position: Q1 2025 in Review

Lindbrook Capital held its Amerant Bancorp (AMTB) position steady in Q1 2025 at 163 shares worth $3.36K. The position accounts for ﹤0.01% of the portfolio, ranked #2112.

Lindbrook Capital first reported a position in AMTB in Q1 2022 and has held it in 12 quarters since. The position peaked at $9.12K in Q4 2023. 125 funds tracked by Wall St. Rank hold AMTB as of Q1 2025.

Lindbrook Capital held 163 shares of Amerant Bancorp worth $3.36K as of Q1 2025.
Lindbrook Capital left its Amerant Bancorp share count unchanged in Q1 2025.
Amerant Bancorp made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2112 holding.
Lindbrook Capital first reported a position in Amerant Bancorp in Q1 2022 and has held it in 12 quarters since.
Lindbrook Capital's Amerant Bancorp position peaked at $9.12K in Q4 2023.
125 funds tracked by Wall St. Rank held Amerant Bancorp as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.