Morgan Stanley
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Morgan Stanley’s Amerant Bancorp AMTB Stock Holding History

Morgan Stanley’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 		$1.22M Sell
47,976
-20,370
-30% -$474K ﹤0.01% 5119
2026
Q1 		$1.51M Sell
68,346
-77,350
-53% -$1.66M ﹤0.01% 4929
2025
Q4 		$2.84M Buy
145,696
+16,840
+13% +$313K ﹤0.01% 4570
2025
Q3 		$2.48M Sell
128,856
-43,193
-25% -$871K ﹤0.01% 4651
2025
Q2 		$3.14M Buy
172,049
+56,689
+49% +$1.01M ﹤0.01% 4414
2025
Q1 		$2.38M Sell
115,360
-44,601
-28% -$989K ﹤0.01% 4490
2024
Q4 		$3.58M Buy
159,961
+39,330
+33% +$895K ﹤0.01% 4277
2024
Q3 		$2.58M Buy
120,631
+58,515
+94% +$1.28M ﹤0.01% 4470
2024
Q2 		$1.41M Buy
62,116
+3,232
+5% +$71.3K ﹤0.01% 4779
2024
Q1 		$1.37M Sell
58,884
-9,418
-14% -$213K ﹤0.01% 4798
2023
Q4 		$1.68M Buy
68,302
+35,761
+110% +$740K ﹤0.01% 4636
2023
Q3 		$568K Buy
32,541
+8,665
+36% +$165K ﹤0.01% 5110
2023
Q2 		$410K Sell
23,876
-842
-3% -$15.7K ﹤0.01% 5309
2023
Q1 		$538K Buy
24,718
+10,347
+72% +$275K ﹤0.01% 5210
2022
Q4 		$386K Sell
14,371
-18
-0.1% -$505 ﹤0.01% 5373
2022
Q3 		$358K Sell
14,389
-90,903
-86% -$2.47M ﹤0.01% 5440
2022
Q2 		$2.96M Buy
105,292
+18,505
+21% +$525K ﹤0.01% 4224
2022
Q1 		$2.74M Buy
86,787
+24,242
+39% +$803K ﹤0.01% 4273
2021
Q4 		$2.16M Buy
62,545
+38,414
+159% +$1.13M ﹤0.01% 4521
2021
Q3 		$597K Sell
24,131
-873
-3% -$20.6K ﹤0.01% 5376
2021
Q2 		$534K Buy
25,004
+21,753
+669% +$456K ﹤0.01% 5483
2021
Q1 		$61K Sell
3,251
-15,507
-83% -$259K ﹤0.01% 6262
2020
Q4 		$285K Buy
18,758
+14,491
+340% +$188K ﹤0.01% 5404
2020
Q3 		$40K Sell
4,267
-6,124
-59% -$78.4K ﹤0.01% 5799
2020
Q2 		$156K Buy
10,391
+7,379
+245% +$99.5K ﹤0.01% 5188
2020
Q1 		$47K Sell
3,012
-28,236
-90% -$513K ﹤0.01% 5481
2019
Q4 		$681K Buy
31,248
+3,349
+12% +$69.7K ﹤0.01% 4758
2019
Q3 		$585K Buy
27,899
+26,997
+2,993% +$495K ﹤0.01% 4612
2019
Q2 		$18K Sell
902
-3,392
-79% -$59.7K ﹤0.01% 5962
2019
Q1 		$60K Buy
+4,294
New +$61.6K ﹤0.01% 5587

Other funds holding AMTB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley's AMTB Position: Q2 2026 in Review

Morgan Stanley reduced its Amerant Bancorp (AMTB) stake by 30% in Q2 2026, selling an estimated $474K and leaving 47,976 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #5119.

Morgan Stanley first reported a position in AMTB in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.58M in Q4 2024. 145 funds tracked by Wall St. Rank hold AMTB as of Q2 2026.

  • Morgan Stanley held 47,976 shares of Amerant Bancorp worth $1.22M as of Q2 2026.
  • Morgan Stanley sold 20,370 Amerant Bancorp shares in Q2 2026, an estimated $474K.
  • Amerant Bancorp made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5119 holding.
  • Morgan Stanley first reported a position in Amerant Bancorp in Q1 2019 and has held it in 30 quarters since.
  • Morgan Stanley's Amerant Bancorp position peaked at $3.58M in Q4 2024.
  • 145 funds tracked by Wall St. Rank held Amerant Bancorp as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.