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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
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 $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

Root Financial Partners's ABCB Position: Q1 2026 in Review

Root Financial Partners increased its Ameris Bancorp (ABCB) stake by 6.3% in Q1 2026, buying an estimated $1.35K and bringing the position to 289 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1250.

Root Financial Partners first reported a position in ABCB in Q3 2025 and has held it in 3 quarters since. 381 funds tracked by Wall St. Rank hold ABCB as of Q1 2026.

  • Root Financial Partners held 289 shares of Ameris Bancorp worth $22.5K as of Q1 2026.
  • Root Financial Partners bought 17 Ameris Bancorp shares in Q1 2026, an estimated $1.35K.
  • Ameris Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1250 holding.
  • Root Financial Partners first reported a position in Ameris Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 381 funds tracked by Wall St. Rank held Ameris Bancorp as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.