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USA Financial Formulas’s Ameris Bancorp ABCB Stock Holding History

USA Financial Formulas’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
2025
Q1 		– Sell
-1,568
Closed -$98.1K – 275
2024
Q4 		$98.1K Buy
+1,568
New +$103K 0.02% 205
2021
Q3 		– Sell
-3,084
Closed -$156K – 391
2021
Q2 		$156K Buy
+3,084
New +$166K 0.13% 142

Other funds holding ABCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Independent Advisor Alliance
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

USA Financial Formulas's ABCB Position: Q1 2025 in Review

USA Financial Formulas sold out of Ameris Bancorp (ABCB) in Q1 2025, closing a stake of 1,568 shares — an estimated $98.1K sold.

USA Financial Formulas first reported a position in ABCB in Q2 2021 and held it in 2 quarters. The position peaked at $156K in Q2 2021. 346 funds tracked by Wall St. Rank hold ABCB as of Q1 2025.

  • USA Financial Formulas reported no remaining Ameris Bancorp position as of Q1 2025 after selling out during the quarter.
  • USA Financial Formulas sold 1,568 Ameris Bancorp shares in Q1 2025, an estimated $98.1K.
  • USA Financial Formulas first reported a position in Ameris Bancorp in Q2 2021 and held it in 2 quarters.
  • USA Financial Formulas's Ameris Bancorp position peaked at $156K in Q2 2021.
  • 346 funds tracked by Wall St. Rank held Ameris Bancorp as of Q1 2025.

Based on USA Financial Formulas's 13F filing for Q1 2025, filed 15 Apr 2025.