Wellington Management Group
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Wellington Management Group’s Amerant Bancorp AMTB Stock Holding History

Wellington Management Group’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 		$138M Sell
5,392,594
-137,752
-2% -$3.21M 0.02% 471
2026
Q1 		$122M Sell
5,530,346
-143,674
-3% -$3.09M 0.02% 499
2025
Q4 		$111M Sell
5,674,020
-58,355
-1% -$1.09M 0.02% 526
2025
Q3 		$110M Buy
5,732,375
+19,426
+0.3% +$392K 0.02% 536
2025
Q2 		$104M Buy
5,712,949
+122,110
+2% +$2.17M 0.02% 511
2025
Q1 		$115M Buy
5,590,839
+70,455
+1% +$1.56M 0.02% 472
2024
Q4 		$124M Sell
5,520,384
-122,319
-2% -$2.78M 0.02% 486
2024
Q3 		$121M Buy
5,642,703
+2,401,027
+74% +$52.7M 0.02% 495
2024
Q2 		$73.6M Buy
3,241,676
+86,821
+3% +$1.92M 0.01% 614
2024
Q1 		$73.5M Buy
3,154,855
+41,372
+1% +$934K 0.01% 611
2023
Q4 		$76.5M Buy
3,113,483
+267,466
+9% +$5.53M 0.01% 616
2023
Q3 		$49.6M Buy
2,846,017
+99,146
+4% +$1.89M 0.01% 693
2023
Q2 		$47.2M Buy
2,746,871
+336,803
+14% +$6.27M 0.01% 721
2023
Q1 		$52.4M Buy
2,410,068
+284,686
+13% +$7.58M 0.01% 683
2022
Q4 		$57M Sell
2,125,382
-32,019
-1% -$899K 0.01% 655
2022
Q3 		$53.6M Buy
2,157,401
+12,525
+0.6% +$341K 0.01% 653
2022
Q2 		$60.3M Buy
2,144,876
+247,658
+13% +$7.03M 0.01% 634
2022
Q1 		$59.9M Sell
1,897,218
-427,790
-18% -$14.2M 0.01% 701
2021
Q4 		$80.3M Sell
2,325,008
-2,869
-0.1% -$84.4K 0.01% 689
2021
Q3 		$57.6M Buy
2,327,877
+593,417
+34% +$14M 0.01% 768
2021
Q2 		$37.1M Buy
1,734,460
+1,157,004
+200% +$24.2M 0.01% 924
2021
Q1 		$10.7M Buy
+577,456
New +$9.65M ﹤0.01% 1221
2019
Q1 		– Sell
-11,653
Closed -$152K – 2025
2018
Q4 		$152K Buy
+11,653
New +$241K ﹤0.01% 2015

Other funds holding AMTB

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
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

Wellington Management Group's AMTB Position: Q2 2026 in Review

Wellington Management Group reduced its Amerant Bancorp (AMTB) stake by 2.5% in Q2 2026, selling an estimated $3.21M and leaving 5,392,594 shares worth $138M. The position accounts for 0.02% of the portfolio, ranked #471.

Wellington Management Group first reported a position in AMTB in Q4 2018 and has held it in 23 quarters since. 145 funds tracked by Wall St. Rank hold AMTB as of Q2 2026.

  • Wellington Management Group held 5,392,594 shares of Amerant Bancorp worth $138M as of Q2 2026.
  • Wellington Management Group sold 137,752 Amerant Bancorp shares in Q2 2026, an estimated $3.21M.
  • Amerant Bancorp made up 0.02% of Wellington Management Group's portfolio in Q2 2026, its #471 holding.
  • Wellington Management Group first reported a position in Amerant Bancorp in Q4 2018 and has held it in 23 quarters since.
  • 145 funds tracked by Wall St. Rank held Amerant Bancorp as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.