Covestor’s Ameris Bancorp ABCB Stock Holding History

Covestor’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	$36K	Sell	464 -80	-15%	-$6.35K	0.02%	869
2025 Q4	$40K	Sell	544 -3	-0.5%	-$223	0.02%	987
2025 Q3	$40K	Buy	547 +186	+52%	+$13.1K	0.02%	1003
2025 Q2	$24K	Buy	361 +358	+11,933%	+$21.2K	0.01%	1177
2025 Q1	$0	Hold	3	–	–	﹤0.01%	2149
2024 Q4	$0	Hold	3	–	–	﹤0.01%	2172
2024 Q3	$0	Hold	3	–	–	﹤0.01%	2143
2024 Q2	$0	Sell	3 -76	-96%	-$3.64K	﹤0.01%	2172
2024 Q1	$4K	Sell	79 -1,492	-95%	-$72.3K	﹤0.01%	1793
2023 Q4	$83K	Sell	1,571 -1,611	-51%	-$68.9K	0.06%	604
2023 Q3	$122K	Sell	3,182 -389	-11%	-$15.5K	0.09%	311
2023 Q2	$122K	Buy	3,571 +1,557	+77%	+$51.6K	0.09%	328
2023 Q1	$74K	Buy	2,014 +1,392	+224%	+$62.6K	0.06%	538
2022 Q4	$29K	Sell	622 -311	-33%	-$15.6K	0.02%	919
2022 Q3	$42K	Buy	933 +840	+903%	+$38.5K	0.04%	755
2022 Q2	$4K	Buy	93 +33	+55%	+$1.4K	﹤0.01%	1440
2022 Q1	$3K	Buy	60 +28	+88%	+$1.38K	﹤0.01%	1589
2021 Q4	$2K	Buy	+32	New	+$1.65K	﹤0.01%	1510

Other funds holding ABCB

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group

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

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

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