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Rothschild Investment LLC’s Amerant Bancorp AMTB Stock Holding History

Rothschild Investment LLC’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 		$2.91K Buy
114
+23
+25% +$535 ﹤0.01% 2586
2026
Q1 		$2.01K Buy
91
+10
+12% +$215 ﹤0.01% 2562
2025
Q4 		$1.58K Buy
81
+41
+103% +$763 ﹤0.01% 2483
2025
Q3 		$771 Sell
40
-30
-43% -$605 ﹤0.01% 2693
2025
Q2 		$1.28K Hold
70
– – ﹤0.01% 2332
2025
Q1 		$1.45K Buy
70
+60
+600% +$1.33K ﹤0.01% 2110
2024
Q4 		$224 Sell
10
-15
-60% -$341 ﹤0.01% 2770
2024
Q3 		$534 Buy
25
+15
+150% +$329 ﹤0.01% 2447
2024
Q2 		$227 Buy
10
+5
+100% +$110 ﹤0.01% 2444
2024
Q1 		$116 Buy
+5
New +$113 ﹤0.01% 2124

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 $3.37T AUM 44.26% 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

Rothschild Investment LLC's AMTB Position: Q2 2026 in Review

Rothschild Investment LLC increased its Amerant Bancorp (AMTB) stake by 25% in Q2 2026, buying an estimated $535 and bringing the position to 114 shares worth $2.91K. The position accounts for ﹤0.01% of the portfolio, ranked #2586.

Rothschild Investment LLC first reported a position in AMTB in Q1 2024 and has held it in 10 quarters since. 145 funds tracked by Wall St. Rank hold AMTB as of Q2 2026.

  • Rothschild Investment LLC held 114 shares of Amerant Bancorp worth $2.91K as of Q2 2026.
  • Rothschild Investment LLC bought 23 Amerant Bancorp shares in Q2 2026, an estimated $535.
  • Amerant Bancorp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2586 holding.
  • Rothschild Investment LLC first reported a position in Amerant Bancorp in Q1 2024 and has held it in 10 quarters since.
  • 145 funds tracked by Wall St. Rank held Amerant Bancorp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.