True Wealth Design’s Ameris Bancorp ABCB Stock Holding History

True Wealth Design’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	$39.9K	Hold	442	–	–	0.01%	573
2026 Q1	$34.5K	Hold	442	–	–	0.01%	521
2025 Q4	$32.8K	Sell	442 -1	-0.2%	-$74	0.01%	457
2025 Q3	$32.5K	Buy	443 +33	+8%	+$2.32K	0.01%	441
2025 Q2	$26.5K	Buy	410 +393	+2,312%	+$23.3K	0.01%	323
2025 Q1	$979	Buy	+17	New	+$1.06K	﹤0.01%	1274
2024 Q4	–	Sell	-24	Closed	-$1.5K	–	1351
2024 Q3	$1.5K	Buy	+24	New	+$1.4K	﹤0.01%	864

Other funds holding ABCB

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return