Carson Wealth (CWM LLC)
ABCB icon

Carson Wealth (CWM LLC)’s Ameris Bancorp ABCB Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$1.57M Sell
20,078
-320
-2% -$25.4K ﹤0.01% 1307
2025
Q4 		$1.51M Buy
20,398
+456
+2% +$33.9K ﹤0.01% 1279
2025
Q3 		$1.46M Buy
19,942
+5,422
+37% +$382K ﹤0.01% 1230
2025
Q2 		$939K Buy
14,520
+9,207
+173% +$545K ﹤0.01% 1268
2025
Q1 		$306K Buy
5,313
+1,576
+42% +$98.3K ﹤0.01% 1659
2024
Q4 		$234K Buy
3,737
+1,041
+39% +$68.3K ﹤0.01% 1723
2024
Q3 		$168K Buy
2,696
+1,386
+106% +$81.1K ﹤0.01% 1851
2024
Q2 		$66K Buy
1,310
+329
+34% +$15.8K ﹤0.01% 2264
2024
Q1 		$47K Buy
981
+25
+3% +$1.21K ﹤0.01% 2325
2023
Q4 		$51K Sell
956
-168
-15% -$7.19K ﹤0.01% 2164
2023
Q3 		$43K Buy
1,124
+17
+2% +$676 ﹤0.01% 2152
2023
Q2 		$38K Buy
1,107
+891
+413% +$29.5K ﹤0.01% 2176
2023
Q1 		$8K Sell
216
-490
-69% -$22K ﹤0.01% 3049
2022
Q4 		$33K Buy
706
+39
+6% +$1.95K ﹤0.01% 2012
2022
Q3 		$30K Buy
667
+315
+89% +$14.4K ﹤0.01% 1954
2022
Q2 		$14K Buy
352
+176
+100% +$7.47K ﹤0.01% 2342
2022
Q1 		$8K Buy
176
+123
+232% +$6.06K ﹤0.01% 2584
2021
Q4 		$3K Buy
+53
New +$2.74K ﹤0.01% 2928

Other funds holding ABCB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ABCB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Ameris Bancorp (ABCB) stake by 1.6% in Q1 2026, selling an estimated $25.4K and leaving 20,078 shares worth $1.57M. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

Carson Wealth (CWM LLC) first reported a position in ABCB in Q4 2021 and has held it in 18 quarters since. 381 funds tracked by Wall St. Rank hold ABCB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 20,078 shares of Ameris Bancorp worth $1.57M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 320 Ameris Bancorp shares in Q1 2026, an estimated $25.4K.
  • Ameris Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1307 holding.
  • Carson Wealth (CWM LLC) first reported a position in Ameris Bancorp in Q4 2021 and has held it in 18 quarters since.
  • 381 funds tracked by Wall St. Rank held Ameris Bancorp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.