Salzhauer Michael’s Amerant Bancorp AMTB Stock Holding History

Salzhauer Michael’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	$441K	Hold	20,000	–	–	0.21%	56
2025 Q4	$390K	Buy	+20,000	New	+$372K	0.17%	66
2025 Q2	–	Sell	-24,988	Closed	-$516K	–	81
2025 Q1	$516K	Sell	24,988 -10,000	-29%	-$222K	0.32%	53
2024 Q4	$784K	Hold	34,988	–	–	0.4%	43
2024 Q3	$748K	Buy	34,988 +10,000	+40%	+$220K	0.48%	43
2024 Q2	$567K	Hold	24,988	–	–	0.46%	44
2024 Q1	$582K	Buy	24,988 +10,000	+67%	+$226K	0.47%	45
2023 Q4	$368K	Hold	14,988	–	–	0.33%	56
2023 Q3	$261K	Buy	+14,988	New	+$286K	0.28%	55
2023 Q2	–	Sell	-9,688	Closed	-$211K	–	88
2023 Q1	$211K	Hold	9,688	–	–	0.19%	77
2022 Q4	$260K	Hold	9,688	–	–	0.16%	80
2022 Q3	$241K	Hold	9,688	–	–	0.15%	86
2022 Q2	$272K	Hold	9,688	–	–	0.17%	78
2022 Q1	$306K	Sell	9,688 -9,500	-50%	-$315K	0.14%	82
2021 Q4	$663K	Buy	+19,188	New	+$565K	0.25%	56

Other funds holding AMTB

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return