Marshall Wace’s Amerant Bancorp AMTB Stock Holding History

Marshall Wace’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	$2.01M	Buy	+78,614	New	+$1.83M	﹤0.01%	1853
2025 Q2	–	Sell	-30,805	Closed	-$636K	–	2669
2025 Q1	$636K	Sell	30,805 -10,939	-26%	-$243K	﹤0.01%	1970
2024 Q4	$935K	Buy	+41,744	New	+$950K	﹤0.01%	1763
2022 Q2	–	Sell	-93,663	Closed	-$2.96M	–	3387
2022 Q1	$2.96M	Sell	93,663 -15,987	-15%	-$529K	0.01%	1793
2021 Q4	$3.79M	Buy	109,650 +57,774	+111%	+$1.7M	0.01%	1581
2021 Q3	$1.28M	Sell	51,876 -12,941	-20%	-$305K	0.01%	1853
2021 Q2	$1.39M	Buy	64,817 +53,897	+494%	+$1.13M	0.01%	1642
2021 Q1	$203K	Buy	+10,920	New	+$182K	﹤0.01%	2257
2019 Q2	–	Sell	-6,268	Closed	-$87K	–	1322
2019 Q1	$87K	Buy	+6,268	New	+$89.9K	﹤0.01%	1461

Other funds holding AMTB

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Marshall Wace's AMTB Position: Q2 2026 in Review

Marshall Wace opened a new position in Amerant Bancorp (AMTB) in Q2 2026: 78,614 shares worth $2.01M. The stake represents ﹤0.01% of the portfolio and ranks #1853 among its holdings. This is a return to the name: Marshall Wace previously reported a position in AMTB as recently as Q1 2025.

Marshall Wace first reported a position in AMTB in Q1 2019 and has held it in 9 quarters since. The position peaked at $3.79M in Q4 2021. 145 funds tracked by Wall St. Rank hold AMTB as of Q2 2026.

Marshall Wace held 78,614 shares of Amerant Bancorp worth $2.01M as of Q2 2026.
Amerant Bancorp was a new Marshall Wace position in Q2 2026.
Amerant Bancorp made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1853 holding.
Marshall Wace first reported a position in Amerant Bancorp in Q1 2019 and has held it in 9 quarters since.
Marshall Wace's Amerant Bancorp position peaked at $3.79M in Q4 2021.
145 funds tracked by Wall St. Rank held Amerant Bancorp as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.