Steward Financial Group’s Ameris Bancorp ABCB Stock Holding History

Steward Financial Group’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
2023 Q3	$1K	Buy	+40	New	+$1.59K	﹤0.01%	1079
2023 Q2	–	Sell	-31	Closed	-$1K	–	395
2023 Q1	$1K	Buy	31 +4	+15%	+$180	﹤0.01%	560
2022 Q4	$1K	Buy	+27	New	+$1.35K	﹤0.01%	361
2022 Q3	–	Sell	-27	Closed	-$1K	–	57
2022 Q2	$1K	Buy	+27	New	+$1.15K	﹤0.01%	637

Other funds holding ABCB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Financial Group's ABCB Position: Q3 2023 in Review

Steward Financial Group opened a new position in Ameris Bancorp (ABCB) in Q3 2023: 40 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1079 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in ABCB as recently as Q1 2023.

Steward Financial Group first reported a position in ABCB in Q2 2022 and has held it in 4 quarters since. 245 funds tracked by Wall St. Rank hold ABCB as of Q3 2023.

Steward Financial Group held 40 shares of Ameris Bancorp worth $1K as of Q3 2023.
Ameris Bancorp was a new Steward Financial Group position in Q3 2023.
Ameris Bancorp made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1079 holding.
Steward Financial Group first reported a position in Ameris Bancorp in Q2 2022 and has held it in 4 quarters since.
245 funds tracked by Wall St. Rank held Ameris Bancorp as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.