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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

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

True Wealth Design's ABCB Position: Q2 2026 in Review

True Wealth Design held its Ameris Bancorp (ABCB) position steady in Q2 2026 at 442 shares worth $39.9K. The position accounts for 0.01% of the portfolio, ranked #573.

True Wealth Design first reported a position in ABCB in Q3 2024 and has held it in 7 quarters since. 390 funds tracked by Wall St. Rank hold ABCB as of Q2 2026.

  • True Wealth Design held 442 shares of Ameris Bancorp worth $39.9K as of Q2 2026.
  • True Wealth Design left its Ameris Bancorp share count unchanged in Q2 2026.
  • Ameris Bancorp made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #573 holding.
  • True Wealth Design first reported a position in Ameris Bancorp in Q3 2024 and has held it in 7 quarters since.
  • 390 funds tracked by Wall St. Rank held Ameris Bancorp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.