Creative Planning
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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
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

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Creative Planning's CBAN Position: Q1 2026 in Review

Creative Planning increased its Colony Bankcorp (CBAN) stake by 283% in Q1 2026, buying an estimated $638K and bringing the position to 44,292 shares worth $885K. The position accounts for ﹤0.01% of the portfolio, ranked #2560.

Creative Planning first reported a position in CBAN in Q2 2022 and has held it in 3 quarters since. 135 funds tracked by Wall St. Rank hold CBAN as of Q1 2026.

  • Creative Planning held 44,292 shares of Colony Bankcorp worth $885K as of Q1 2026.
  • Creative Planning bought 32,713 Colony Bankcorp shares in Q1 2026, an estimated $638K.
  • Colony Bankcorp made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2560 holding.
  • Creative Planning first reported a position in Colony Bankcorp in Q2 2022 and has held it in 3 quarters since.
  • 135 funds tracked by Wall St. Rank held Colony Bankcorp as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.