Root Financial Partners’s Colony Bankcorp CBAN Stock Holding History

Root Financial 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 Q2	–	Sell	-16	Closed	-$320	–	867
2026 Q1	$320	Buy	+16	New	+$312	﹤0.01%	3012

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

Root Financial Partners's CBAN Position: Q2 2026 in Review

Root Financial Partners sold out of Colony Bankcorp (CBAN) in Q2 2026, closing a stake of 16 shares — an estimated $320 sold.

Root Financial Partners first reported a position in CBAN in Q1 2026 and held it in 1 quarter. The position peaked at $320 in Q1 2026. 149 funds tracked by Wall St. Rank hold CBAN as of Q2 2026.

Root Financial Partners reported no remaining Colony Bankcorp position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 16 Colony Bankcorp shares in Q2 2026, an estimated $320.
Root Financial Partners first reported a position in Colony Bankcorp in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Colony Bankcorp position peaked at $320 in Q1 2026.
149 funds tracked by Wall St. Rank held Colony Bankcorp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.