EverSource Wealth Advisors »

Amerant Bancorp Cl A Ord shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Amerant Bancorp Cl A Ord (AMTB) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Amerant Bancorp Cl A Ord

Tip: Access up to 7 years of quarterly data

All positions including Amerant Bancorp Cl A Ord held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Amerant Bancorp Cl A Ord by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $11k 585 19.27
2025-06-30 $3.1k 168 18.25
2025-03-31 $2.0k 95 20.64
2024-12-31 $314 14 22.43
2024-09-30 $298 14 21.36
2024-06-30 $315 14 22.50
2024-03-31 $303 14 21.64

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
iShares Gold Trust ETF Etf (IAU)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Praxis Impact Large Cap Growth Etf Etf (PRXG)
Praxis Impact Large Cap Value Etf Etf (PRXV)
Microsoft Corp Stock (MSFT)
Tesla Stock (TSLA)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Total Stock Market Etf Etf (VTI)
Broadcom Stock (AVGO)
Palantir Technologies Inc Cl A Stock (PLTR)

View all positions for EverSource Wealth Advisors

Top funds holding Amerant Bancorp Cl A Ord

Wellington Management Company
BlackRock
Patriot Financial Partners GP
Vanguard Group
Dimensional Fund Advisors
State Street Corporation
Sandler O'Neill Asset Management
Geode Capital Management
Goldman Sachs Group
Verition Fund Management
Hotchkis and Wiley Capital Management
Millennium Management
Allspring Global Investments Holdings
Charles Schwab Investment Management
Northern Trust

View all funds holding Amerant Bancorp Cl A Ord