UBS AM
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UBS AM’s Amerant Bancorp AMTB Stock Holding History

UBS AM’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 		$1.46M Buy
57,213
+7,403
+15% +$172K ﹤0.01% 2199
2026
Q1 		$1.1M Buy
49,810
+501
+1% +$10.8K ﹤0.01% 2307
2025
Q4 		$962K Buy
49,309
+473
+1% +$8.8K ﹤0.01% 2154
2025
Q3 		$941K Sell
48,836
-36,576
-43% -$737K ﹤0.01% 2034
2025
Q2 		$1.56M Sell
85,412
-6,553
-7% -$116K ﹤0.01% 2250
2025
Q1 		$1.9M Buy
91,965
+5,434
+6% +$120K ﹤0.01% 2016
2024
Q4 		$1.94M Buy
86,531
+25,359
+41% +$577K ﹤0.01% 2062
2024
Q3 		$1.31M Sell
61,172
-7,701
-11% -$169K ﹤0.01% 2257
2024
Q2 		$1.56M Buy
68,873
+25,036
+57% +$552K ﹤0.01% 2128
2024
Q1 		$1.02M Hold
43,837
– – ﹤0.01% 2004
2023
Q4 		$1.08M Hold
43,837
– – ﹤0.01% 1983
2023
Q3 		$765K Buy
43,837
+13,840
+46% +$264K ﹤0.01% 2104
2023
Q2 		$653K Hold
29,997
– – ﹤0.01% 2217
2023
Q1 		$653K Buy
+29,997
New +$798K ﹤0.01% 2217
2022
Q4 		– Sell
-27,312
Closed -$678K – 2558
2022
Q3 		$678K Hold
27,312
– – ﹤0.01% 2191
2022
Q2 		$768K Buy
27,312
+3,432
+14% +$97.4K ﹤0.01% 2101
2022
Q1 		$754K Buy
23,880
+16,767
+236% +$555K ﹤0.01% 2276
2021
Q4 		$246K Buy
+7,113
New +$209K ﹤0.01% 2725

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

UBS AM's AMTB Position: Q2 2026 in Review

UBS AM increased its Amerant Bancorp (AMTB) stake by 15% in Q2 2026, buying an estimated $172K and bringing the position to 57,213 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #2199.

UBS AM first reported a position in AMTB in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.94M in Q4 2024. 145 funds tracked by Wall St. Rank hold AMTB as of Q2 2026.

  • UBS AM held 57,213 shares of Amerant Bancorp worth $1.46M as of Q2 2026.
  • UBS AM bought 7,403 Amerant Bancorp shares in Q2 2026, an estimated $172K.
  • Amerant Bancorp made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2199 holding.
  • UBS AM first reported a position in Amerant Bancorp in Q4 2021 and has held it in 18 quarters since.
  • UBS AM's Amerant Bancorp position peaked at $1.94M in Q4 2024.
  • 145 funds tracked by Wall St. Rank held Amerant Bancorp as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.