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Mount Yale Investment Advisors’s Ameris Bancorp ABCB Stock Holding History

Mount Yale Investment 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 		$409K Buy
4,527
+595
+15% +$50.6K 0.01% 857
2026
Q1 		$307K Buy
+3,932
New +$312K 0.01% 880
2025
Q3 		– Sell
-2,678
Closed -$173K – 677
2025
Q2 		$173K Buy
+2,678
New +$159K 0.01% 560
2022
Q1 		– Sell
-4,681
Closed -$233K – 464
2021
Q4 		$233K Sell
4,681
-70
-1% -$3.62K 0.02% 423
2021
Q3 		$246K Buy
4,751
+18
+0.4% +$876 0.03% 400
2021
Q2 		$240K Sell
4,733
-55
-1% -$2.96K 0.03% 372
2021
Q1 		$251K Buy
+4,788
New +$228K 0.03% 354

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's ABCB Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Ameris Bancorp (ABCB) stake by 15% in Q2 2026, buying an estimated $50.6K and bringing the position to 4,527 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #857.

Mount Yale Investment Advisors first reported a position in ABCB in Q1 2021 and has held it in 7 quarters since. 389 funds tracked by Wall St. Rank hold ABCB as of Q2 2026.

  • Mount Yale Investment Advisors held 4,527 shares of Ameris Bancorp worth $409K as of Q2 2026.
  • Mount Yale Investment Advisors bought 595 Ameris Bancorp shares in Q2 2026, an estimated $50.6K.
  • Ameris Bancorp made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #857 holding.
  • Mount Yale Investment Advisors first reported a position in Ameris Bancorp in Q1 2021 and has held it in 7 quarters since.
  • 389 funds tracked by Wall St. Rank held Ameris Bancorp as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.