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 Q3	$1.75K	Hold	61	–	–	﹤0.01%	1729
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

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's AMTB Position: Q3 2026 in Review

True Wealth Design held its Amerant Bancorp (AMTB) position steady in Q3 2026 at 61 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1729.

True Wealth Design first reported a position in AMTB in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.89K in Q3 2025. 5 funds tracked by Wall St. Rank hold AMTB as of Q3 2026.

True Wealth Design held 61 shares of Amerant Bancorp worth $1.75K as of Q3 2026.
True Wealth Design left its Amerant Bancorp share count unchanged in Q3 2026.
Amerant Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1729 holding.
True Wealth Design first reported a position in Amerant Bancorp in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Amerant Bancorp position peaked at $3.89K in Q3 2025.
5 funds tracked by Wall St. Rank held Amerant Bancorp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.