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Occudo Quantitative Strategies’s Amerant Bancorp AMTB Stock Holding History

Occudo Quantitative Strategies’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 		– Sell
-11,164
Closed -$256K – 767
2026
Q1 		$256K Sell
11,164
-11,142
-50% -$239K 0.01% 630
2025
Q4 		$435K Buy
+22,306
New +$415K 0.03% 425

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

Occudo Quantitative Strategies's AMTB Position: Q2 2026 in Review

Occudo Quantitative Strategies sold out of Amerant Bancorp (AMTB) in Q2 2026, closing a stake of 11,164 shares — an estimated $256K sold.

Occudo Quantitative Strategies first reported a position in AMTB in Q4 2025 and held it in 2 quarters. The position peaked at $435K in Q4 2025. 145 funds tracked by Wall St. Rank hold AMTB as of Q2 2026.

  • Occudo Quantitative Strategies reported no remaining Amerant Bancorp position as of Q2 2026 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 11,164 Amerant Bancorp shares in Q2 2026, an estimated $256K.
  • Occudo Quantitative Strategies first reported a position in Amerant Bancorp in Q4 2025 and held it in 2 quarters.
  • Occudo Quantitative Strategies's Amerant Bancorp position peaked at $435K in Q4 2025.
  • 145 funds tracked by Wall St. Rank held Amerant Bancorp as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.