Parallel Advisors’s Amerant Bancorp AMTB Stock Holding History

Parallel 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	$507	Hold	23	–	–	﹤0.01%	3671
2025 Q4	$449	Sell	23 -106	-82%	-$1.97K	﹤0.01%	3421
2025 Q3	$2.49K	Sell	129 -5	-4%	-$101	﹤0.01%	2997
2025 Q2	$2.44K	Sell	134 -666	-83%	-$11.8K	﹤0.01%	2993
2025 Q1	$16.5K	Buy	800 +219	+38%	+$4.86K	﹤0.01%	2234
2024 Q4	$13K	Buy	581 +128	+28%	+$2.91K	﹤0.01%	2326
2024 Q3	$9.68K	Sell	453 -140	-24%	-$3.07K	﹤0.01%	2408
2024 Q2	$13.5K	Buy	593 +54	+10%	+$1.19K	﹤0.01%	2191
2024 Q1	$12.6K	Hold	539	–	–	﹤0.01%	2209
2023 Q4	$13.2K	Buy	539 +403	+296%	+$8.34K	﹤0.01%	2166
2023 Q3	$2.37K	Sell	136 -76	-36%	-$1.45K	﹤0.01%	2760
2023 Q2	$3.64K	Buy	+212	New	+$3.95K	﹤0.01%	2541
2022 Q3	–	Sell	-6	Closed	–	–	3121
2022 Q2	$0	Sell	6 -11	-65%	-$312	﹤0.01%	2965
2022 Q1	$1K	Buy	+17	New	+$563	﹤0.01%	2679

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