Ray Dalio
AMTB icon

Ray Dalio’s Amerant Bancorp AMTB Stock Holding History

Ray Dalio’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 		– Sell
-98,038
Closed -$1.91M – 1008
2025
Q4 		$1.91M Sell
98,038
-9,055
-8% -$169K 0.01% 773
2025
Q3 		$2.06M Buy
107,093
+11,359
+12% +$229K 0.01% 718
2025
Q2 		$1.75M Buy
+95,734
New +$1.7M 0.01% 430

Other funds holding AMTB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $388M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 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 $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ray Dalio's AMTB Position: Q1 2026 in Review

Ray Dalio sold out of Amerant Bancorp (AMTB) in Q1 2026, closing a stake of 98,038 shares — an estimated $1.91M sold.

Ray Dalio first reported a position in AMTB in Q2 2025 and held it in 3 quarters. The position peaked at $2.06M in Q3 2025. 150 funds tracked by Wall St. Rank hold AMTB as of Q1 2026.

  • Ray Dalio reported no remaining Amerant Bancorp position as of Q1 2026 after selling out during the quarter.
  • Ray Dalio sold 98,038 Amerant Bancorp shares in Q1 2026, an estimated $1.91M.
  • Ray Dalio first reported a position in Amerant Bancorp in Q2 2025 and held it in 3 quarters.
  • Ray Dalio's Amerant Bancorp position peaked at $2.06M in Q3 2025.
  • 150 funds tracked by Wall St. Rank held Amerant Bancorp as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.