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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
Q1 		$992 Buy
+45
New +$966 ﹤0.01% 2619

Other funds holding AMTB

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BlackRock
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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 $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
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

Root Financial Partners's AMTB Position: Q1 2026 in Review

Root Financial Partners opened a new position in Amerant Bancorp (AMTB) in Q1 2026: 45 shares worth $992. The stake represents ﹤0.01% of the portfolio and ranks #2619 among its holdings.

150 funds tracked by Wall St. Rank hold AMTB as of Q1 2026.

  • Root Financial Partners held 45 shares of Amerant Bancorp worth $992 as of Q1 2026.
  • Amerant Bancorp was a new Root Financial Partners position in Q1 2026.
  • Amerant Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2619 holding.
  • 150 funds tracked by Wall St. Rank held Amerant Bancorp as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.