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 Q3	$35.1K	Hold	442	–	–	0.01%	634
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 $15.4B AUM 30.35% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Portside Wealth Group Provo, Utah $901M AUM 21.06% 1-Year Est. Return

True Wealth Design's ABCB Position: Q3 2026 in Review

True Wealth Design held its Ameris Bancorp (ABCB) position steady in Q3 2026 at 442 shares worth $35.1K. The position accounts for 0.01% of the portfolio, ranked #634.

True Wealth Design first reported a position in ABCB in Q3 2024 and has held it in 8 quarters since. The position peaked at $39.9K in Q2 2026. 45 funds tracked by Wall St. Rank hold ABCB as of Q3 2026.

True Wealth Design held 442 shares of Ameris Bancorp worth $35.1K as of Q3 2026.
True Wealth Design left its Ameris Bancorp share count unchanged in Q3 2026.
Ameris Bancorp made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #634 holding.
True Wealth Design first reported a position in Ameris Bancorp in Q3 2024 and has held it in 8 quarters since.
True Wealth Design's Ameris Bancorp position peaked at $39.9K in Q2 2026.
45 funds tracked by Wall St. Rank held Ameris Bancorp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.