Principal Financial Group
AMTB icon

Principal Financial Group’s Amerant Bancorp AMTB Stock Holding History

Principal Financial Group’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 		$1.49M Buy
58,458
+3,363
+6% +$78.3K ﹤0.01% 1884
2026
Q1 		$1.21M Buy
+55,095
New +$1.18M ﹤0.01% 1899
2022
Q4 		– Sell
-10,152
Closed -$252K – 2445
2022
Q3 		$252K Sell
10,152
-11,133
-52% -$303K ﹤0.01% 2138
2022
Q2 		$598K Buy
+21,285
New +$604K ﹤0.01% 2014

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 $3.38T AUM 44.17% 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

Principal Financial Group's AMTB Position: Q2 2026 in Review

Principal Financial Group increased its Amerant Bancorp (AMTB) stake by 6.1% in Q2 2026, buying an estimated $78.3K and bringing the position to 58,458 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1884.

Principal Financial Group first reported a position in AMTB in Q2 2022 and has held it in 4 quarters since. 144 funds tracked by Wall St. Rank hold AMTB as of Q2 2026.

  • Principal Financial Group held 58,458 shares of Amerant Bancorp worth $1.49M as of Q2 2026.
  • Principal Financial Group bought 3,363 Amerant Bancorp shares in Q2 2026, an estimated $78.3K.
  • Amerant Bancorp made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1884 holding.
  • Principal Financial Group first reported a position in Amerant Bancorp in Q2 2022 and has held it in 4 quarters since.
  • 144 funds tracked by Wall St. Rank held Amerant Bancorp as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.