Pinnacle Wealth Planning Services’s Colony Bankcorp CBAN Stock Holding History

Pinnacle Wealth Planning Services’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	$15.2K	Hold	757	–	–	﹤0.01%	1900
2026 Q1	$15.1K	Hold	757	–	–	﹤0.01%	1827
2025 Q4	$13.5K	Buy	+757	New	+$12.8K	﹤0.01%	1896
2024 Q4	–	Sell	-12,790	Closed	-$199K	–	417
2024 Q3	$199K	Hold	12,790	–	–	0.03%	464
2024 Q2	$157K	Hold	12,790	–	–	0.02%	446
2024 Q1	$147K	Hold	12,790	–	–	0.02%	456
2023 Q4	$170K	Hold	12,790	–	–	0.03%	423
2023 Q3	$128K	Buy	12,790 +105	+0.8%	+$1.07K	0.02%	399
2023 Q2	$119K	Buy	+12,685	New	+$120K	0.02%	417

Other funds holding CBAN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Pinnacle Wealth Planning Services's CBAN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Colony Bankcorp (CBAN) position steady in Q2 2026 at 757 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1900.

Pinnacle Wealth Planning Services first reported a position in CBAN in Q2 2023 and has held it in 9 quarters since. The position peaked at $199K in Q3 2024. 149 funds tracked by Wall St. Rank hold CBAN as of Q2 2026.

Pinnacle Wealth Planning Services held 757 shares of Colony Bankcorp worth $15.2K as of Q2 2026.
Pinnacle Wealth Planning Services left its Colony Bankcorp share count unchanged in Q2 2026.
Colony Bankcorp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1900 holding.
Pinnacle Wealth Planning Services first reported a position in Colony Bankcorp in Q2 2023 and has held it in 9 quarters since.
Pinnacle Wealth Planning Services's Colony Bankcorp position peaked at $199K in Q3 2024.
149 funds tracked by Wall St. Rank held Colony Bankcorp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.