Carson Wealth (CWM LLC)
CBAN icon

Carson Wealth (CWM LLC)’s Colony Bankcorp CBAN Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$67.2K Buy
3,366
+237
+8% +$4.62K ﹤0.01% 3585
2025
Q4 		$56K Sell
3,129
-318
-9% -$5.39K ﹤0.01% 3513
2025
Q3 		$59K Buy
3,447
+774
+29% +$13.2K ﹤0.01% 3390
2025
Q2 		$44K Buy
2,673
+571
+27% +$8.83K ﹤0.01% 3375
2025
Q1 		$34K Buy
2,102
+751
+56% +$12.3K ﹤0.01% 3279
2024
Q4 		$22K Buy
1,351
+84
+7% +$1.37K ﹤0.01% 3367
2024
Q3 		$20K Buy
1,267
+445
+54% +$6.33K ﹤0.01% 3345
2024
Q2 		$10K Buy
822
+615
+297% +$7K ﹤0.01% 3526
2024
Q1 		$2K Buy
207
+1
+0.5% +$12 ﹤0.01% 3944
2023
Q4 		$3K Hold
206
– – ﹤0.01% 3670
2023
Q3 		$2K Buy
206
+147
+249% +$1.5K ﹤0.01% 3760
2023
Q2 		$1K Buy
+59
New +$560 ﹤0.01% 3920

Other funds holding CBAN

FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PU
Petiole USA New York $139M AUM 34.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CBAN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Colony Bankcorp (CBAN) stake by 7.6% in Q1 2026, buying an estimated $4.62K and bringing the position to 3,366 shares worth $67.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3585.

Carson Wealth (CWM LLC) first reported a position in CBAN in Q2 2023 and has held it in 12 quarters since. 135 funds tracked by Wall St. Rank hold CBAN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,366 shares of Colony Bankcorp worth $67.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 237 Colony Bankcorp shares in Q1 2026, an estimated $4.62K.
  • Colony Bankcorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3585 holding.
  • Carson Wealth (CWM LLC) first reported a position in Colony Bankcorp in Q2 2023 and has held it in 12 quarters since.
  • 135 funds tracked by Wall St. Rank held Colony Bankcorp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.