Root Financial Partners
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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
Q3 		$1.99K Buy
+99
New +$2.1K ﹤0.01% 2646
2026
Q2 		– Sell
-16
Closed -$320 – 867
2026
Q1 		$320 Buy
+16
New +$312 ﹤0.01% 3012

Other funds holding CBAN

Allen Mooney & Barnes Investment Advisors
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Murphy Middleton Hinkle & Parker
Murphy Middleton Hinkle & Parker Thomasville, Georgia $246M AUM 16.47% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Montag & Associates
Montag & Associates Atlanta, Georgia $2.33B AUM 20.88% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Root Financial Partners's CBAN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Colony Bankcorp (CBAN) in Q3 2026: 99 shares worth $1.99K. The stake represents ﹤0.01% of the portfolio and ranks #2646 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CBAN as recently as Q1 2026.

Root Financial Partners first reported a position in CBAN in Q1 2026 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold CBAN as of Q3 2026.

  • Root Financial Partners held 99 shares of Colony Bankcorp worth $1.99K as of Q3 2026.
  • Colony Bankcorp was a new Root Financial Partners position in Q3 2026.
  • Colony Bankcorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2646 holding.
  • Root Financial Partners first reported a position in Colony Bankcorp in Q1 2026 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held Colony Bankcorp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.