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
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

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 $3.37T AUM 44.26% 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

True Wealth Design's CBAN Position: Q2 2026 in Review

True Wealth Design reduced its Colony Bankcorp (CBAN) stake by 5.9% in Q2 2026, selling an estimated $20 and leaving 16 shares worth $322. The position accounts for ﹤0.01% of the portfolio, ranked #2334.

True Wealth Design first reported a position in CBAN in Q3 2025 and has held it in 4 quarters since. The position peaked at $341 in Q3 2025. 149 funds tracked by Wall St. Rank hold CBAN as of Q2 2026.

  • True Wealth Design held 16 shares of Colony Bankcorp worth $322 as of Q2 2026.
  • True Wealth Design sold 1 Colony Bankcorp share in Q2 2026, an estimated $20.
  • Colony Bankcorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2334 holding.
  • True Wealth Design first reported a position in Colony Bankcorp in Q3 2025 and has held it in 4 quarters since.
  • True Wealth Design's Colony Bankcorp position peaked at $341 in Q3 2025.
  • 149 funds tracked by Wall St. Rank held Colony Bankcorp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.