CWM
ABCB icon

Congress Wealth Management’s Ameris Bancorp ABCB Stock Holding History

Congress Wealth Management’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 		$8.09M Sell
125,071
-1,986
-2% -$118K 0.08% 290
2025
Q1 		$7.31M Buy
127,057
+1,615
+1% +$101K 0.09% 259
2024
Q4 		$7.85M Buy
125,442
+6,168
+5% +$404K 0.11% 231
2024
Q3 		$7.44M Buy
119,274
+3,328
+3% +$195K 0.1% 243
2024
Q2 		$5.84M Buy
115,946
+6,174
+6% +$296K 0.09% 230
2024
Q1 		$5.31M Buy
109,772
+17,916
+20% +$868K 0.09% 221
2023
Q4 		$4.87M Sell
91,856
-6,924
-7% -$296K 0.09% 227
2023
Q3 		$3.79M Buy
98,780
+6,025
+6% +$240K 0.08% 243
2023
Q2 		$3.17M Buy
92,755
+1,713
+2% +$56.8K 0.07% 229
2023
Q1 		$3.33M Buy
91,042
+15,642
+21% +$703K 0.08% 226
2022
Q4 		$3.55M Sell
75,400
-13,147
-15% -$658K 0.09% 212
2022
Q3 		$3.96M Sell
88,547
-354
-0.4% -$16.2K 0.11% 201
2022
Q2 		$3.57M Sell
88,901
-597
-0.7% -$25.3K 0.09% 220
2022
Q1 		$3.93M Buy
89,498
+23,118
+35% +$1.14M 0.09% 236
2021
Q4 		$3.3M Buy
+66,380
New +$3.43M 0.07% 268

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 $3.37T AUM 44.26% 1-Year Est. Return
IAA
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

Congress Wealth Management's ABCB Position: Q2 2025 in Review

Congress Wealth Management reduced its Ameris Bancorp (ABCB) stake by 1.6% in Q2 2025, selling an estimated $118K and leaving 125,071 shares worth $8.09M. The position accounts for 0.08% of the portfolio, ranked #290.

Congress Wealth Management first reported a position in ABCB in Q4 2021 and has held it in 15 quarters since. 346 funds tracked by Wall St. Rank hold ABCB as of Q2 2025.

  • Congress Wealth Management held 125,071 shares of Ameris Bancorp worth $8.09M as of Q2 2025.
  • Congress Wealth Management sold 1,986 Ameris Bancorp shares in Q2 2025, an estimated $118K.
  • Ameris Bancorp made up 0.08% of Congress Wealth Management's portfolio in Q2 2025, its #290 holding.
  • Congress Wealth Management first reported a position in Ameris Bancorp in Q4 2021 and has held it in 15 quarters since.
  • 346 funds tracked by Wall St. Rank held Ameris Bancorp as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.