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Sunbelt Securities’s Amerant Bancorp AMTB Stock Holding History

Sunbelt Securities’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 		$66 Hold
3
– – ﹤0.01% 2726
2025
Q4 		$59 Sell
3
-16
-84% -$298 ﹤0.01% 2620
2025
Q3 		$366 Buy
+19
New +$383 ﹤0.01% 2306

Other funds holding AMTB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
State Street
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Sunbelt Securities's AMTB Position: Q1 2026 in Review

Sunbelt Securities held its Amerant Bancorp (AMTB) position steady in Q1 2026 at 3 shares worth $66. The position accounts for ﹤0.01% of the portfolio, ranked #2726.

Sunbelt Securities first reported a position in AMTB in Q3 2025 and has held it in 3 quarters since. The position peaked at $366 in Q3 2025. 150 funds tracked by Wall St. Rank hold AMTB as of Q1 2026.

  • Sunbelt Securities held 3 shares of Amerant Bancorp worth $66 as of Q1 2026.
  • Sunbelt Securities left its Amerant Bancorp share count unchanged in Q1 2026.
  • Amerant Bancorp made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2726 holding.
  • Sunbelt Securities first reported a position in Amerant Bancorp in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Amerant Bancorp position peaked at $366 in Q3 2025.
  • 150 funds tracked by Wall St. Rank held Amerant Bancorp as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.