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EP Wealth Advisors’s Ameris Bancorp ABCB Stock Holding History

EP Wealth 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
Q1 		$438K Sell
5,611
-325
-5% -$25.8K ﹤0.01% 963
2025
Q4 		$441K Buy
+5,936
New +$442K ﹤0.01% 943
2025
Q2 		$506K Buy
7,818
+120
+2% +$7.11K ﹤0.01% 775
2025
Q1 		$443K Buy
7,698
+670
+10% +$41.8K ﹤0.01% 749
2024
Q4 		$440K Buy
7,028
+351
+5% +$23K ﹤0.01% 732
2024
Q3 		$417K Buy
+6,677
New +$391K ﹤0.01% 748

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

EP Wealth Advisors's ABCB Position: Q1 2026 in Review

EP Wealth Advisors reduced its Ameris Bancorp (ABCB) stake by 5.5% in Q1 2026, selling an estimated $25.8K and leaving 5,611 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

EP Wealth Advisors first reported a position in ABCB in Q3 2024 and has held it in 6 quarters since. The position peaked at $506K in Q2 2025. 381 funds tracked by Wall St. Rank hold ABCB as of Q1 2026.

  • EP Wealth Advisors held 5,611 shares of Ameris Bancorp worth $438K as of Q1 2026.
  • EP Wealth Advisors sold 325 Ameris Bancorp shares in Q1 2026, an estimated $25.8K.
  • Ameris Bancorp made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #963 holding.
  • EP Wealth Advisors first reported a position in Ameris Bancorp in Q3 2024 and has held it in 6 quarters since.
  • EP Wealth Advisors's Ameris Bancorp position peaked at $506K in Q2 2025.
  • 381 funds tracked by Wall St. Rank held Ameris Bancorp as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.