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Colony Bank shares owned by Creative Planning

Quarter-by-quarter ownership of Colony Bank (CBAN) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Colony Bank

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All positions including Colony Bank held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Colony Bank by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $206k 12k 17.82
2022-06-30 $16k 1.1k 14.80

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Top funds holding Colony Bank

BlackRock
Fourthstone
Vanguard Group
Dimensional Fund Advisors
Petiole USA
Banc Funds Company
Geode Capital Management
Pacific Ridge Capital Partners
American Century Companies
State Street Corporation
Manufacturers Life Insurance Company
Hillsdale Investment Management
Hotchkis and Wiley Capital Management
Northern Trust
Wellington Management Company

View all funds holding Colony Bank