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EverSource Wealth Advisors’s Colony Bankcorp CBAN Stock Holding History

EverSource Wealth Advisors’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 		$12.6K Sell
628
-17
-3% -$344 ﹤0.01% 2761
2026
Q1 		$12.9K Sell
645
-17
-3% -$332 ﹤0.01% 2783
2025
Q4 		$11.8K Sell
662
-16
-2% -$271 ﹤0.01% 2718
2025
Q3 		$11.5K Buy
678
+22
+3% +$376 ﹤0.01% 2739
2025
Q2 		$10.8K Buy
656
+19
+3% +$294 ﹤0.01% 2760
2025
Q1 		$10.3K Buy
637
+5
+0.8% +$82 ﹤0.01% 2097
2024
Q4 		$10.2K Buy
632
+6
+1% +$98 ﹤0.01% 1982
2024
Q3 		$9.72K Hold
626
– – ﹤0.01% 1883
2024
Q2 		$9.72K Hold
626
– – ﹤0.01% 1871
2024
Q1 		$6.8K Buy
626
+47
+8% +$554 ﹤0.01% 1889
2023
Q4 		$7.7K Buy
579
+8
+1% +$87 ﹤0.01% 1684
2023
Q3 		$5.71K Buy
571
+208
+57% +$2.13K ﹤0.01% 1658
2023
Q2 		$3.42K Sell
363
-25
-6% -$237 ﹤0.01% 1880
2023
Q1 		$3.96K Buy
+388
New +$4.71K ﹤0.01% 1724

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

EverSource Wealth Advisors's CBAN Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Colony Bankcorp (CBAN) stake by 2.6% in Q2 2026, selling an estimated $344 and leaving 628 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2761.

EverSource Wealth Advisors first reported a position in CBAN in Q1 2023 and has held it in 14 quarters since. The position peaked at $12.9K in Q1 2026. 149 funds tracked by Wall St. Rank hold CBAN as of Q2 2026.

  • EverSource Wealth Advisors held 628 shares of Colony Bankcorp worth $12.6K as of Q2 2026.
  • EverSource Wealth Advisors sold 17 Colony Bankcorp shares in Q2 2026, an estimated $344.
  • Colony Bankcorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2761 holding.
  • EverSource Wealth Advisors first reported a position in Colony Bankcorp in Q1 2023 and has held it in 14 quarters since.
  • EverSource Wealth Advisors's Colony Bankcorp position peaked at $12.9K in Q1 2026.
  • 149 funds tracked by Wall St. Rank held Colony Bankcorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.