Zurich Cantonal Bank

Zurich Cantonal Bank’s Amerant Bancorp AMTB Stock Holding History

Zurich Cantonal Bank’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 Q1	$369K	Buy	16,733 +4,435	+36%	+$95.2K	﹤0.01%	1988
2025 Q4	$240K	Hold	12,298	–	–	﹤0.01%	2162
2025 Q3	$237K	Buy	12,298 +3,281	+36%	+$66.2K	﹤0.01%	2115
2025 Q2	$164K	Hold	9,017	–	–	﹤0.01%	2218
2025 Q1	$186K	Hold	9,017	–	–	﹤0.01%	2134
2024 Q4	$202K	Hold	9,017	–	–	﹤0.01%	2142
2024 Q3	$193K	Buy	9,017 +3,845	+74%	+$84.4K	﹤0.01%	2124
2024 Q2	$117K	Buy	5,172 +1,197	+30%	+$26.4K	﹤0.01%	2309
2024 Q1	$92.6K	Hold	3,975	–	–	﹤0.01%	2416
2023 Q4	$97.7K	Hold	3,975	–	–	﹤0.01%	2456
2023 Q3	$69.3K	Hold	3,975	–	–	﹤0.01%	2507
2023 Q2	$68.3K	Hold	3,975	–	–	﹤0.01%	2512
2023 Q1	$86.5K	Hold	3,975	–	–	﹤0.01%	2367
2022 Q4	$107K	Buy	3,975 +506	+15%	+$14.2K	﹤0.01%	2230
2022 Q3	$86K	Hold	3,469	–	–	﹤0.01%	2334
2022 Q2	$98K	Buy	3,469 +2,062	+147%	+$58.5K	﹤0.01%	2260
2022 Q1	$44K	Hold	1,407	–	–	﹤0.01%	2549
2021 Q4	$49K	Buy	+1,407	New	+$41.4K	﹤0.01%	2742

Other funds holding AMTB

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return