Wealthspire Advisors (New York)
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Wealthspire Advisors (New York)’s Ameris Bancorp ABCB Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-363
Closed -$26.6K – 1038
2025
Q3 		$26.6K Buy
+363
New +$25.6K ﹤0.01% 1528

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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthspire Advisors (New York)'s ABCB Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Ameris Bancorp (ABCB) in Q4 2025, closing a stake of 363 shares — an estimated $26.6K sold.

Wealthspire Advisors (New York) first reported a position in ABCB in Q3 2025 and held it in 1 quarter. The position peaked at $26.6K in Q3 2025. 394 funds tracked by Wall St. Rank hold ABCB as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Ameris Bancorp position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 363 Ameris Bancorp shares in Q4 2025, an estimated $26.6K.
  • Wealthspire Advisors (New York) first reported a position in Ameris Bancorp in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Ameris Bancorp position peaked at $26.6K in Q3 2025.
  • 394 funds tracked by Wall St. Rank held Ameris Bancorp as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.