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Colony Bank shares owned by LPL Financial

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

Historical chart of LPL Financial investment in Colony Bank

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

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Quarterly reported holdings in Colony Bank by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $344k 20k 17.01
2025-06-30 $358k 22k 16.47
2025-03-31 $351k 22k 16.15
2024-12-31 $322k 20k 16.14

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Top funds holding Colony Bank

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

View all funds holding Colony Bank