Mendon Capital Advisors’s Amerant Bancorp AMTB Stock Holding History

Mendon Capital Advisors’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	$6.02M	Sell	273,308 -53,100	-16%	-$1.14M	2.34%	17
2025 Q4	$6.37M	Buy	326,408 +14,511	+5%	+$270K	2.5%	20
2025 Q3	$5.98M	Sell	311,897 -8,103	-3%	-$163K	2.72%	15
2025 Q2	$5.83M	Sell	320,000 -54,290	-15%	-$964K	2.83%	12
2025 Q1	$7.73M	Buy	374,290 +6,961	+2%	+$154K	3.58%	9
2024 Q4	$8.23M	Sell	367,329 -50,951	-12%	-$1.16M	4.64%	8
2024 Q3	$8.94M	Buy	418,280 +414,763	+11,793%	+$9.11M	5.77%	4
2024 Q2	$4.62M	Sell	3,517 -196,483	-98%	-$4.33M	2.86%	15
2024 Q1	$4.81M	Buy	200,000 +55,000	+38%	+$1.24M	2.72%	15
2023 Q4	$3.56M	Buy	+145,000	New	+$3M	1.68%	27
2022 Q1	$5.53M	Sell	175,000 -15,000	-8%	-$497K	1.83%	23
2021 Q4	$6.56M	Buy	+190,000	New	+$5.59M	1.89%	20
2021 Q3	–	Sell	-21,297	Closed	-$455K	–	64
2021 Q2	$455K	Buy	+21,297	New	+$446K	0.16%	54

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