Nisa Investment Advisors’s Amerant Bancorp AMTB Stock Holding History

Nisa Investment 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 Q2	$10.8K	Hold	423	–	–	﹤0.01%	2443
2026 Q1	$9.32K	Hold	423	–	–	﹤0.01%	2263
2025 Q4	$8.25K	Hold	423	–	–	﹤0.01%	2305
2025 Q3	$8.15K	Hold	423	–	–	﹤0.01%	2336
2025 Q2	$7.71K	Buy	423 +393	+1,310%	+$6.98K	﹤0.01%	2360
2025 Q1	$619	Hold	30	–	–	﹤0.01%	2757
2024 Q4	$672	Hold	30	–	–	﹤0.01%	2766
2024 Q3	$641	Hold	30	–	–	﹤0.01%	2676
2024 Q2	$681	Hold	30	–	–	﹤0.01%	2614
2024 Q1	$699	Hold	30	–	–	﹤0.01%	2439
2023 Q4	$737	Hold	30	–	–	﹤0.01%	2330
2023 Q3	$523	Hold	30	–	–	﹤0.01%	2519
2023 Q2	$516	Buy	30 +5	+20%	+$93	﹤0.01%	2553
2023 Q1	$1K	Buy	25 +13	+108%	+$346	﹤0.01%	2346
2022 Q4	$0	Buy	+12	New	+$337	﹤0.01%	2574
2022 Q2	–	Sell	-700	Closed	-$22K	–	2372
2022 Q1	$22K	Buy	+700	New	+$23.2K	﹤0.01%	2031
2021 Q2	–	Sell	-1,100	Closed	-$20K	–	2318
2021 Q1	$20K	Hold	1,100	–	–	﹤0.01%	2127
2020 Q4	$17K	Buy	+1,100	New	+$14.2K	﹤0.01%	2141

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

Nisa Investment Advisors's AMTB Position: Q2 2026 in Review

Nisa Investment Advisors held its Amerant Bancorp (AMTB) position steady in Q2 2026 at 423 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2443.

Nisa Investment Advisors first reported a position in AMTB in Q4 2020 and has held it in 18 quarters since. The position peaked at $22K in Q1 2022. 145 funds tracked by Wall St. Rank hold AMTB as of Q2 2026.

Nisa Investment Advisors held 423 shares of Amerant Bancorp worth $10.8K as of Q2 2026.
Nisa Investment Advisors left its Amerant Bancorp share count unchanged in Q2 2026.
Amerant Bancorp made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2443 holding.
Nisa Investment Advisors first reported a position in Amerant Bancorp in Q4 2020 and has held it in 18 quarters since.
Nisa Investment Advisors's Amerant Bancorp position peaked at $22K in Q1 2022.
145 funds tracked by Wall St. Rank held Amerant Bancorp as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.