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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
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 $6.73T 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

Root Financial Partners's ABCB Position: Q2 2026 in Review

Root Financial Partners sold out of Ameris Bancorp (ABCB) in Q2 2026, closing a stake of 289 shares — an estimated $22.5K sold.

Root Financial Partners first reported a position in ABCB in Q3 2025 and held it in 3 quarters. The position peaked at $22.5K in Q1 2026. 389 funds tracked by Wall St. Rank hold ABCB as of Q2 2026.

  • Root Financial Partners reported no remaining Ameris Bancorp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 289 Ameris Bancorp shares in Q2 2026, an estimated $22.5K.
  • Root Financial Partners first reported a position in Ameris Bancorp in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Ameris Bancorp position peaked at $22.5K in Q1 2026.
  • 389 funds tracked by Wall St. Rank held Ameris Bancorp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.