Root Financial Partners
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Root Financial Partners’s Amerant Bancorp AMTB Stock Holding History

Root Financial Partners’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
Q3 		$1.29K Buy
+45
New +$1.27K ﹤0.01% 2847
2026
Q2 		– Sell
-45
Closed -$992 – 545
2026
Q1 		$992 Buy
+45
New +$966 ﹤0.01% 2619

Other funds holding AMTB

Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
SM
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Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
USA Financial Formulas
USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Root Financial Partners's AMTB Position: Q3 2026 in Review

Root Financial Partners opened a new position in Amerant Bancorp (AMTB) in Q3 2026: 45 shares worth $1.29K. The stake represents ﹤0.01% of the portfolio and ranks #2847 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AMTB as recently as Q1 2026.

Root Financial Partners first reported a position in AMTB in Q1 2026 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold AMTB as of Q3 2026.

  • Root Financial Partners held 45 shares of Amerant Bancorp worth $1.29K as of Q3 2026.
  • Amerant Bancorp was a new Root Financial Partners position in Q3 2026.
  • Amerant Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2847 holding.
  • Root Financial Partners first reported a position in Amerant Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held Amerant Bancorp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.