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Avior Wealth Management’s Colony Bankcorp CBAN Stock Holding History

Avior Wealth Management’s Portfolio CBAN Stock Details CBAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-586
Closed -$9.46K – 982
2024
Q4 		$9.46K Hold
586
– – ﹤0.01% 1641
2024
Q3 		$9.09K Hold
586
– – ﹤0.01% 1589
2024
Q2 		$7.18K Sell
586
-3
-0.5% -$34 ﹤0.01% 1613
2024
Q1 		$6.77K Buy
589
+3
+0.5% +$35 ﹤0.01% 1990
2023
Q4 		$7.79K Hold
586
– – ﹤0.01% 1035
2023
Q3 		$5.86K Buy
+586
New +$5.99K ﹤0.01% 1142

Other funds holding CBAN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avior Wealth Management's CBAN Position: Q1 2025 in Review

Avior Wealth Management sold out of Colony Bankcorp (CBAN) in Q1 2025, closing a stake of 586 shares — an estimated $9.46K sold.

Avior Wealth Management first reported a position in CBAN in Q3 2023 and held it in 6 quarters. The position peaked at $9.46K in Q4 2024. 108 funds tracked by Wall St. Rank hold CBAN as of Q1 2025.

  • Avior Wealth Management reported no remaining Colony Bankcorp position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 586 Colony Bankcorp shares in Q1 2025, an estimated $9.46K.
  • Avior Wealth Management first reported a position in Colony Bankcorp in Q3 2023 and held it in 6 quarters.
  • Avior Wealth Management's Colony Bankcorp position peaked at $9.46K in Q4 2024.
  • 108 funds tracked by Wall St. Rank held Colony Bankcorp as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.