Creative Planning
CBAN icon

Creative Planning’s Colony Bankcorp CBAN Stock Holding History

Creative Planning’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
Q2 		$1.07M Buy
53,425
+9,133
+21% +$185K ﹤0.01% 2588
2026
Q1 		$885K Buy
44,292
+32,713
+283% +$638K ﹤0.01% 2560
2025
Q4 		$206K Buy
+11,579
New +$196K ﹤0.01% 3523
2022
Q3 		– Sell
-1,081
Closed -$16K – 2338
2022
Q2 		$16K Buy
+1,081
New +$18K ﹤0.01% 2160

Other funds holding CBAN

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PU
Petiole USA New York $139M AUM 34.86% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Creative Planning's CBAN Position: Q2 2026 in Review

Creative Planning increased its Colony Bankcorp (CBAN) stake by 21% in Q2 2026, buying an estimated $185K and bringing the position to 53,425 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2588.

Creative Planning first reported a position in CBAN in Q2 2022 and has held it in 4 quarters since. 150 funds tracked by Wall St. Rank hold CBAN as of Q2 2026.

  • Creative Planning held 53,425 shares of Colony Bankcorp worth $1.07M as of Q2 2026.
  • Creative Planning bought 9,133 Colony Bankcorp shares in Q2 2026, an estimated $185K.
  • Colony Bankcorp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2588 holding.
  • Creative Planning first reported a position in Colony Bankcorp in Q2 2022 and has held it in 4 quarters since.
  • 150 funds tracked by Wall St. Rank held Colony Bankcorp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.