LPL Financial
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LPL Financial’s Colony Bankcorp CBAN Stock Holding History

LPL Financial’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 		$285K Sell
14,270
-5,989
-30% -$117K ﹤0.01% 5220
2025
Q4 		$361K Buy
20,259
+13
+0.1% +$220 ﹤0.01% 5000
2025
Q3 		$344K Sell
20,246
-1,487
-7% -$25.4K ﹤0.01% 4942
2025
Q2 		$358K Sell
21,733
-23
-0.1% -$356 ﹤0.01% 4642
2025
Q1 		$351K Buy
21,756
+1,829
+9% +$30.1K ﹤0.01% 4466
2024
Q4 		$322K Buy
+19,927
New +$326K ﹤0.01% 4465

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

LPL Financial's CBAN Position: Q1 2026 in Review

LPL Financial reduced its Colony Bankcorp (CBAN) stake by 30% in Q1 2026, selling an estimated $117K and leaving 14,270 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #5220.

LPL Financial first reported a position in CBAN in Q4 2024 and has held it in 6 quarters since. The position peaked at $361K in Q4 2025. 135 funds tracked by Wall St. Rank hold CBAN as of Q1 2026.

  • LPL Financial held 14,270 shares of Colony Bankcorp worth $285K as of Q1 2026.
  • LPL Financial sold 5,989 Colony Bankcorp shares in Q1 2026, an estimated $117K.
  • Colony Bankcorp made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5220 holding.
  • LPL Financial first reported a position in Colony Bankcorp in Q4 2024 and has held it in 6 quarters since.
  • LPL Financial's Colony Bankcorp position peaked at $361K in Q4 2025.
  • 135 funds tracked by Wall St. Rank held Colony Bankcorp as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.