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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
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 $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 $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's ABCB Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Ameris Bancorp (ABCB) in Q1 2026: 3,932 shares worth $307K. The stake represents 0.01% of the portfolio and ranks #880 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in ABCB as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in ABCB in Q1 2021 and has held it in 6 quarters since. 383 funds tracked by Wall St. Rank hold ABCB as of Q1 2026.

  • Mount Yale Investment Advisors held 3,932 shares of Ameris Bancorp worth $307K as of Q1 2026.
  • Ameris Bancorp was a new Mount Yale Investment Advisors position in Q1 2026.
  • Ameris Bancorp made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #880 holding.
  • Mount Yale Investment Advisors first reported a position in Ameris Bancorp in Q1 2021 and has held it in 6 quarters since.
  • 383 funds tracked by Wall St. Rank held Ameris Bancorp as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.