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Sequoia Financial Advisors’s Ameris Bancorp ABCB Stock Holding History

Sequoia Financial 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 		$283K Sell
3,624
-1,422
-28% -$113K ﹤0.01% 1604
2025
Q4 		$375K Buy
5,046
+1,583
+46% +$118K ﹤0.01% 1440
2025
Q3 		$254K Sell
3,463
-137
-4% -$9.64K ﹤0.01% 1483
2025
Q2 		$233K Sell
3,600
-86
-2% -$5.09K ﹤0.01% 1407
2025
Q1 		$212K Sell
3,686
-62
-2% -$3.87K ﹤0.01% 1239
2024
Q4 		$235K Buy
3,748
+15
+0.4% +$984 ﹤0.01% 1142
2024
Q3 		$233K Buy
+3,733
New +$218K ﹤0.01% 1101
2024
Q1 		– Sell
-4,130
Closed -$219K – 1165
2023
Q4 		$219K Buy
+4,130
New +$177K ﹤0.01% 1069

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