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Cape Investment Advisory’s Ameris Bancorp ABCB Stock Holding History

Cape Investment Advisory’s Portfolio ABCB Stock Details ABCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-87
Closed -$5.01K – 1172
2025
Q1 		$5.01K Sell
87
-6
-6% -$374 ﹤0.01% 746
2024
Q4 		$5.82K Hold
93
– – ﹤0.01% 702
2024
Q3 		$5.8K Hold
93
– – ﹤0.01% 672
2024
Q2 		$4.68K Buy
93
+71
+323% +$3.4K ﹤0.01% 673
2024
Q1 		$1.06K Buy
+22
New +$1.07K ﹤0.01% 839

Other funds holding ABCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Independent Advisor Alliance
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cape Investment Advisory's ABCB Position: Q2 2025 in Review

Cape Investment Advisory sold out of Ameris Bancorp (ABCB) in Q2 2025, closing a stake of 87 shares — an estimated $5.01K sold.

Cape Investment Advisory first reported a position in ABCB in Q1 2024 and held it in 5 quarters. The position peaked at $5.82K in Q4 2024. 346 funds tracked by Wall St. Rank hold ABCB as of Q2 2025.

  • Cape Investment Advisory reported no remaining Ameris Bancorp position as of Q2 2025 after selling out during the quarter.
  • Cape Investment Advisory sold 87 Ameris Bancorp shares in Q2 2025, an estimated $5.01K.
  • Cape Investment Advisory first reported a position in Ameris Bancorp in Q1 2024 and held it in 5 quarters.
  • Cape Investment Advisory's Ameris Bancorp position peaked at $5.82K in Q4 2024.
  • 346 funds tracked by Wall St. Rank held Ameris Bancorp as of Q2 2025.

Based on Cape Investment Advisory's 13F filing for Q2 2025, filed 19 Aug 2025.