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Mirabella Financial Services’s Amerant Bancorp AMTB Stock Holding History

Mirabella Financial Services’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 		$214K Buy
+9,690
New +$208K 0.02% 749

Other funds holding AMTB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
State Street
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Mirabella Financial Services's AMTB Position: Q1 2026 in Review

Mirabella Financial Services opened a new position in Amerant Bancorp (AMTB) in Q1 2026: 9,690 shares worth $214K. The stake represents 0.02% of the portfolio and ranks #749 among its holdings.

150 funds tracked by Wall St. Rank hold AMTB as of Q1 2026.

  • Mirabella Financial Services held 9,690 shares of Amerant Bancorp worth $214K as of Q1 2026.
  • Amerant Bancorp was a new Mirabella Financial Services position in Q1 2026.
  • Amerant Bancorp made up 0.02% of Mirabella Financial Services's portfolio in Q1 2026, its #749 holding.
  • 150 funds tracked by Wall St. Rank held Amerant Bancorp as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.