LPL Financial
CBAN icon

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
Q2 		$1.35M Buy
67,003
+52,733
+370% +$1.07M ﹤0.01% 4149
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

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 $3.38T AUM 44.17% 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

LPL Financial's CBAN Position: Q2 2026 in Review

LPL Financial increased its Colony Bankcorp (CBAN) stake by 370% in Q2 2026, buying an estimated $1.07M and bringing the position to 67,003 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #4149.

LPL Financial first reported a position in CBAN in Q4 2024 and has held it in 7 quarters since. 149 funds tracked by Wall St. Rank hold CBAN as of Q2 2026.

  • LPL Financial held 67,003 shares of Colony Bankcorp worth $1.35M as of Q2 2026.
  • LPL Financial bought 52,733 Colony Bankcorp shares in Q2 2026, an estimated $1.07M.
  • Colony Bankcorp made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4149 holding.
  • LPL Financial first reported a position in Colony Bankcorp in Q4 2024 and has held it in 7 quarters since.
  • 149 funds tracked by Wall St. Rank held Colony Bankcorp as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.