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Forum Financial Management’s Ameris Bancorp ABCB Stock Holding History

Forum Financial 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
2026
Q1 		– Sell
-3,235
Closed -$240K – 335
2025
Q4 		$240K Hold
3,235
– – ﹤0.01% 867
2025
Q3 		$237K Buy
+3,235
New +$228K ﹤0.01% 865

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

Forum Financial Management's ABCB Position: Q1 2026 in Review

Forum Financial Management sold out of Ameris Bancorp (ABCB) in Q1 2026, closing a stake of 3,235 shares — an estimated $240K sold.

Forum Financial Management first reported a position in ABCB in Q3 2025 and held it in 2 quarters. The position peaked at $240K in Q4 2025. 381 funds tracked by Wall St. Rank hold ABCB as of Q1 2026.

  • Forum Financial Management reported no remaining Ameris Bancorp position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 3,235 Ameris Bancorp shares in Q1 2026, an estimated $240K.
  • Forum Financial Management first reported a position in Ameris Bancorp in Q3 2025 and held it in 2 quarters.
  • Forum Financial Management's Ameris Bancorp position peaked at $240K in Q4 2025.
  • 381 funds tracked by Wall St. Rank held Ameris Bancorp as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.