Root Financial Partners
ABCB icon

Root Financial Partners’s Ameris Bancorp ABCB Stock Holding History

Root Financial Partners’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
Q3 		$26.6K Buy
+334
New +$29K ﹤0.01% 1397
2026
Q2 		– Sell
-289
Closed -$22.5K – 417
2026
Q1 		$22.5K Buy
289
+17
+6% +$1.35K ﹤0.01% 1250
2025
Q4 		$20.2K Buy
272
+43
+19% +$3.2K ﹤0.01% 1185
2025
Q3 		$16.8K Buy
+229
New +$16.1K ﹤0.01% 1204

Other funds holding ABCB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
North Reef Capital Management
North Reef Capital Management Laguna Beach, California $2.78B AUM 0.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Independent Advisor Alliance
Independent Advisor Alliance Charlotte, North Carolina $4.22B AUM 35.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Root Financial Partners's ABCB Position: Q3 2026 in Review

Root Financial Partners opened a new position in Ameris Bancorp (ABCB) in Q3 2026: 334 shares worth $26.6K. The stake represents ﹤0.01% of the portfolio and ranks #1397 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ABCB as recently as Q1 2026.

Root Financial Partners first reported a position in ABCB in Q3 2025 and has held it in 4 quarters since. 307 funds tracked by Wall St. Rank hold ABCB as of Q3 2026.

  • Root Financial Partners held 334 shares of Ameris Bancorp worth $26.6K as of Q3 2026.
  • Ameris Bancorp was a new Root Financial Partners position in Q3 2026.
  • Ameris Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1397 holding.
  • Root Financial Partners first reported a position in Ameris Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 307 funds tracked by Wall St. Rank held Ameris Bancorp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.