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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
Q2 		– Sell
-45
Closed -$992 – 545
2026
Q1 		$992 Buy
+45
New +$966 ﹤0.01% 2619

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American Century Companies
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Root Financial Partners's AMTB Position: Q2 2026 in Review

Root Financial Partners sold out of Amerant Bancorp (AMTB) in Q2 2026, closing a stake of 45 shares — an estimated $992 sold.

Root Financial Partners first reported a position in AMTB in Q1 2026 and held it in 1 quarter. The position peaked at $992 in Q1 2026. 144 funds tracked by Wall St. Rank hold AMTB as of Q2 2026.

  • Root Financial Partners reported no remaining Amerant Bancorp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 45 Amerant Bancorp shares in Q2 2026, an estimated $992.
  • Root Financial Partners first reported a position in Amerant Bancorp in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Amerant Bancorp position peaked at $992 in Q1 2026.
  • 144 funds tracked by Wall St. Rank held Amerant Bancorp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.