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Essential Partners’s Colony Bankcorp CBAN Stock Holding History

Essential Partners’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
Q3 		$1.53K Hold
76
– – ﹤0.01% 2022
2026
Q2 		$1.53K Sell
76
-31
-29% -$627 ﹤0.01% 2080
2026
Q1 		$2.14K Buy
107
+5
+5% +$98 ﹤0.01% 1984
2025
Q4 		$1.82K Sell
102
-101
-50% -$1.71K ﹤0.01% 1835
2025
Q3 		$3.45K Buy
203
+134
+194% +$2.29K ﹤0.01% 1575
2025
Q2 		$1.14K Buy
+69
New +$1.07K ﹤0.01% 1476

Other funds holding CBAN

AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Essential Partners's CBAN Position: Q3 2026 in Review

Essential Partners held its Colony Bankcorp (CBAN) position steady in Q3 2026 at 76 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #2022.

Essential Partners first reported a position in CBAN in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.45K in Q3 2025. 9 funds tracked by Wall St. Rank hold CBAN as of Q3 2026.

  • Essential Partners held 76 shares of Colony Bankcorp worth $1.53K as of Q3 2026.
  • Essential Partners left its Colony Bankcorp share count unchanged in Q3 2026.
  • Colony Bankcorp made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2022 holding.
  • Essential Partners first reported a position in Colony Bankcorp in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Colony Bankcorp position peaked at $3.45K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Colony Bankcorp as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.