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 New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return