ABCB β€” AMERIS BANCORP

Ownership history in Phocas Financial Corp.  Β·  38 quarters on record

This page tracks every 13F SEC filing in which Phocas Financial Corp. reported a position in AMERIS BANCORP (ABCB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.73% (2025 Q4)
πŸ“Š Avg. % of fund
0.91%
πŸ“… First filed
2013 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
38

Position Intelligence

Phocas Financial Corp. Γ— ABCB AI Analytics

πŸ“ˆ Phocas Financial Corp. outperformed the S&P 500 by +3.8% annually on this ABCB position. Timing score: 41% (14/34 decisions correct). Average cost basis: $36.04. Maximum drawdown during holding period: –45.3%.

πŸ“ˆ Position Alpha vs SPY
+3.8%
annualised excess return

βœ… Outperformed SPY on this position by 3.8% ann.
36 quarters analyzed

⏱️ Timing Score
41%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
14 of 34 add/trim decisions correct

πŸ’° Entry Quality
$36.04
+106.1% vs current ($74.27)

Best entry: $15.96 (2013 Q3)  Β·  Worst: $73.12 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–45.3%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
53%
buy-side decisions

19 adds Β· 17 trims. Bought during 4 of 13 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Phocas Financial Corp. has been actively increasing its ABCB allocation β€” a bullish signal from insiders.
Currently 1.73% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    ABCB price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 174,733 -424 -0.2% 1.73% $13.0M $74.27
2025 Q3 ADDED 175,157 +3,563 +2.1% 1.66% $12.8M $73.12
2025 Q2 ADDED 171,594 +25 +0.0% 1.60% $11.1M $64.35
2025 Q1 ADDED 171,569 +144,189 +526.6% 1.51% $9.9M $57.09
2024 Q4 REDUCED 27,380 -155,642 -85.0% 1.27% $1.7M $61.83
2024 Q3 REDUCED 183,022 -11,293 -5.8% 0.04% $11.4M $61.45
2024 Q2 REDUCED 194,315 -8,896 -4.4% 0.04% $9.8M $49.47
2024 Q1 UNCHANGED 203,211 β€” 0% 0.04% $10.8M $47.39
2023 Q4 ADDED 203,211 +3,686 +1.8% 1.42% $10.8M $51.80
2023 Q3 REDUCED 199,525 -209 -0.1% 1.11% $7.7M $37.38
28 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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