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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
Q2 		$550K Buy
6,098
+487
+9% +$41.4K ﹤0.01% 983
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 $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

EP Wealth Advisors's ABCB Position: Q2 2026 in Review

EP Wealth Advisors increased its Ameris Bancorp (ABCB) stake by 8.7% in Q2 2026, buying an estimated $41.4K and bringing the position to 6,098 shares worth $550K. The position accounts for ﹤0.01% of the portfolio, ranked #983.

EP Wealth Advisors first reported a position in ABCB in Q3 2024 and has held it in 7 quarters since. 390 funds tracked by Wall St. Rank hold ABCB as of Q2 2026.

  • EP Wealth Advisors held 6,098 shares of Ameris Bancorp worth $550K as of Q2 2026.
  • EP Wealth Advisors bought 487 Ameris Bancorp shares in Q2 2026, an estimated $41.4K.
  • Ameris Bancorp made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #983 holding.
  • EP Wealth Advisors first reported a position in Ameris Bancorp in Q3 2024 and has held it in 7 quarters since.
  • 390 funds tracked by Wall St. Rank held Ameris Bancorp as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.