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True Wealth Design’s Amerant Bancorp AMTB Stock Holding History

True Wealth Design’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 		$1.56K Sell
61
-9
-13% -$210 ﹤0.01% 1802
2026
Q1 		$1.54K Buy
70
+6
+9% +$129 ﹤0.01% 1642
2025
Q4 		$1.25K Sell
64
-138
-68% -$2.57K ﹤0.01% 1628
2025
Q3 		$3.89K Buy
202
+77
+62% +$1.55K ﹤0.01% 1184
2025
Q2 		$2.28K Buy
125
+106
+558% +$1.88K ﹤0.01% 1131
2025
Q1 		$393 Buy
+19
New +$421 ﹤0.01% 1651

Other funds holding AMTB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $391M AUM 33.12% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

True Wealth Design's AMTB Position: Q2 2026 in Review

True Wealth Design reduced its Amerant Bancorp (AMTB) stake by 13% in Q2 2026, selling an estimated $210 and leaving 61 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1802.

True Wealth Design first reported a position in AMTB in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.89K in Q3 2025. 145 funds tracked by Wall St. Rank hold AMTB as of Q2 2026.

  • True Wealth Design held 61 shares of Amerant Bancorp worth $1.56K as of Q2 2026.
  • True Wealth Design sold 9 Amerant Bancorp shares in Q2 2026, an estimated $210.
  • Amerant Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1802 holding.
  • True Wealth Design first reported a position in Amerant Bancorp in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Amerant Bancorp position peaked at $3.89K in Q3 2025.
  • 145 funds tracked by Wall St. Rank held Amerant Bancorp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.