TWD
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True Wealth Design’s Colony Bankcorp CBAN Stock Holding History

True Wealth Design’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 		$323 Hold
16
– – ﹤0.01% 2252
2026
Q2 		$322 Sell
16
-1
-6% -$20 ﹤0.01% 2334
2026
Q1 		$340 Buy
17
+1
+6% +$20 ﹤0.01% 2185
2025
Q4 		$286 Sell
16
-4
-20% -$68 ﹤0.01% 2136
2025
Q3 		$341 Buy
+20
New +$341 ﹤0.01% 2133

Other funds holding CBAN

AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

True Wealth Design's CBAN Position: Q3 2026 in Review

True Wealth Design held its Colony Bankcorp (CBAN) position steady in Q3 2026 at 16 shares worth $323. The position accounts for ﹤0.01% of the portfolio, ranked #2252.

True Wealth Design first reported a position in CBAN in Q3 2025 and has held it in 5 quarters since. The position peaked at $341 in Q3 2025. 9 funds tracked by Wall St. Rank hold CBAN as of Q3 2026.

  • True Wealth Design held 16 shares of Colony Bankcorp worth $323 as of Q3 2026.
  • True Wealth Design left its Colony Bankcorp share count unchanged in Q3 2026.
  • Colony Bankcorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2252 holding.
  • True Wealth Design first reported a position in Colony Bankcorp in Q3 2025 and has held it in 5 quarters since.
  • True Wealth Design's Colony Bankcorp position peaked at $341 in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Colony Bankcorp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.