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Clearstead Advisors’s Ameris Bancorp ABCB Stock Holding History

Clearstead Advisors’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
Q2 		$218K Buy
+2,418
New +$206K ﹤0.01% 1037
2026
Q1 		– Sell
-93
Closed -$6.91K – 2238
2025
Q4 		$6.91K Sell
93
-2,989
-97% -$222K ﹤0.01% 1960
2025
Q3 		$226K Buy
3,082
+2,983
+3,013% +$210K ﹤0.01% 852
2025
Q2 		$6.41K Buy
+99
New +$5.86K ﹤0.01% 2040
2021
Q4 		– Sell
-533
Closed -$28K – 1258
2021
Q3 		$28K Buy
+533
New +$25.9K ﹤0.01% 716

Other funds holding ABCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clearstead Advisors's ABCB Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Ameris Bancorp (ABCB) in Q2 2026: 2,418 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #1037 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in ABCB as recently as Q4 2025.

Clearstead Advisors first reported a position in ABCB in Q3 2021 and has held it in 5 quarters since. The position peaked at $226K in Q3 2025. 390 funds tracked by Wall St. Rank hold ABCB as of Q2 2026.

  • Clearstead Advisors held 2,418 shares of Ameris Bancorp worth $218K as of Q2 2026.
  • Ameris Bancorp was a new Clearstead Advisors position in Q2 2026.
  • Ameris Bancorp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1037 holding.
  • Clearstead Advisors first reported a position in Ameris Bancorp in Q3 2021 and has held it in 5 quarters since.
  • Clearstead Advisors's Ameris Bancorp position peaked at $226K in Q3 2025.
  • 390 funds tracked by Wall St. Rank held Ameris Bancorp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.