Raymond James Financial
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Raymond James Financial’s Amerant Bancorp AMTB Stock Holding History

Raymond James Financial’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 		$229K Buy
+8,955
New +$208K ﹤0.01% 4971
2025
Q3 		– Sell
-7,055
Closed -$129K – 5029
2025
Q2 		$129K Buy
+7,055
New +$125K ﹤0.01% 4737

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

Raymond James Financial's AMTB Position: Q2 2026 in Review

Raymond James Financial opened a new position in Amerant Bancorp (AMTB) in Q2 2026: 8,955 shares worth $229K. The stake represents ﹤0.01% of the portfolio and ranks #4971 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in AMTB as recently as Q2 2025.

Raymond James Financial first reported a position in AMTB in Q2 2025 and has held it in 2 quarters since. 144 funds tracked by Wall St. Rank hold AMTB as of Q2 2026.

  • Raymond James Financial held 8,955 shares of Amerant Bancorp worth $229K as of Q2 2026.
  • Amerant Bancorp was a new Raymond James Financial position in Q2 2026.
  • Amerant Bancorp made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4971 holding.
  • Raymond James Financial first reported a position in Amerant Bancorp in Q2 2025 and has held it in 2 quarters since.
  • 144 funds tracked by Wall St. Rank held Amerant Bancorp as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.