Stephens Consulting’s Amerant Bancorp AMTB Stock Holding History

Stephens Consulting’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
2025 Q2	–	Sell	-20	Closed	-$413	–	1235
2025 Q1	$413	Buy	+20	New	+$443	﹤0.01%	1002

Other funds holding AMTB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PFP

Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Stephens Consulting's AMTB Position: Q2 2025 in Review

Stephens Consulting sold out of Amerant Bancorp (AMTB) in Q2 2025, closing a stake of 20 shares — an estimated $413 sold.

Stephens Consulting first reported a position in AMTB in Q1 2025 and held it in 1 quarter. The position peaked at $413 in Q1 2025. 130 funds tracked by Wall St. Rank hold AMTB as of Q2 2025.

Stephens Consulting reported no remaining Amerant Bancorp position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 20 Amerant Bancorp shares in Q2 2025, an estimated $413.
Stephens Consulting first reported a position in Amerant Bancorp in Q1 2025 and held it in 1 quarter.
Stephens Consulting's Amerant Bancorp position peaked at $413 in Q1 2025.
130 funds tracked by Wall St. Rank held Amerant Bancorp as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.