USA Financial Formulas’s Amerant Bancorp AMTB Stock Holding History

USA Financial Formulas’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	$49.5K	Buy	+1,727	New	+$48.9K	0.01%	227

Other funds holding AMTB

Patriot Financial Partners GP II Radnor, Pennsylvania $307M AUM 22.65% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $2.95B AUM 28.43% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

USA Financial Formulas's AMTB Position: Q3 2026 in Review

USA Financial Formulas opened a new position in Amerant Bancorp (AMTB) in Q3 2026: 1,727 shares worth $49.5K. The stake represents 0.01% of the portfolio and ranks #227 among its holdings.

70 funds tracked by Wall St. Rank hold AMTB as of Q3 2026.

USA Financial Formulas held 1,727 shares of Amerant Bancorp worth $49.5K as of Q3 2026.
Amerant Bancorp was a new USA Financial Formulas position in Q3 2026.
Amerant Bancorp made up 0.01% of USA Financial Formulas's portfolio in Q3 2026, its #227 holding.
70 funds tracked by Wall St. Rank held Amerant Bancorp as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.