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Stoneridge Investment Partners’s Amerant Bancorp AMTB Stock Holding History

Stoneridge Investment 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
-10,160
Closed -$224K – 148
2026
Q1 		$224K Hold
10,160
– – 0.16% 92
2025
Q4 		$198K Buy
+10,160
New +$189K 0.14% 100

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NRCM
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Vanguard Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
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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

Stoneridge Investment Partners's AMTB Position: Q2 2026 in Review

Stoneridge Investment Partners sold out of Amerant Bancorp (AMTB) in Q2 2026, closing a stake of 10,160 shares — an estimated $224K sold.

Stoneridge Investment Partners first reported a position in AMTB in Q4 2025 and held it in 2 quarters. The position peaked at $224K in Q1 2026. 145 funds tracked by Wall St. Rank hold AMTB as of Q2 2026.

  • Stoneridge Investment Partners reported no remaining Amerant Bancorp position as of Q2 2026 after selling out during the quarter.
  • Stoneridge Investment Partners sold 10,160 Amerant Bancorp shares in Q2 2026, an estimated $224K.
  • Stoneridge Investment Partners first reported a position in Amerant Bancorp in Q4 2025 and held it in 2 quarters.
  • Stoneridge Investment Partners's Amerant Bancorp position peaked at $224K in Q1 2026.
  • 145 funds tracked by Wall St. Rank held Amerant Bancorp as of Q2 2026.

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