SignatureFD’s Amerant Bancorp AMTB Stock Holding History

SignatureFD’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	$6.61K	Sell	300 -86	-22%	-$1.85K	﹤0.01%	2674
2025 Q4	$7.53K	Buy	386 +329	+577%	+$6.12K	﹤0.01%	2548
2025 Q3	$1.1K	Sell	57 -111	-66%	-$2.24K	﹤0.01%	3069
2025 Q2	$3.06K	Sell	168 -224	-57%	-$3.98K	﹤0.01%	2741
2025 Q1	$8.09K	Buy	392 +197	+101%	+$4.37K	﹤0.01%	2436
2024 Q4	$4.37K	Sell	195 -20	-9%	-$455	﹤0.01%	2648
2024 Q3	$4.59K	Sell	215 -21	-9%	-$461	﹤0.01%	2602
2024 Q2	$5.36K	Sell	236 -41	-15%	-$904	﹤0.01%	2489
2024 Q1	$6.45K	Hold	277	–	–	﹤0.01%	2463
2023 Q4	$6.81K	Sell	277 -45	-14%	-$931	﹤0.01%	2410
2023 Q3	$5.62K	Sell	322 -429	-57%	-$8.19K	﹤0.01%	2447
2023 Q2	$12.9K	Buy	751 +731	+3,655%	+$13.6K	﹤0.01%	2129
2023 Q1	$435	Buy	20 +12	+150%	+$319	﹤0.01%	3116
2022 Q4	$215	Hold	8	–	–	﹤0.01%	3183
2022 Q3	$0	Buy	+8	New	+$218	﹤0.01%	3100
2022 Q2	–	Sell	-20	Closed	-$1K	–	3092
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	2934
2021 Q4	$1K	Buy	+20	New	+$588	﹤0.01%	2865

Other funds holding AMTB

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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