MONTAG A & ASSOCIATES INC CBAN COLONY BANKCORP INC

Ownership history in MONTAG A & ASSOCIATES INC  ·  22 quarters on record

AI Ownership Summary

MONTAG A & ASSOCIATES INC reported COLONY BANKCORP INC (CBAN) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows CBAN at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CBAN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MONTAG A & ASSOCIATES INC's position in COLONY BANKCORP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CBAN was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MONTAG A & ASSOCIATES INC held CBAN — position size vs. price
% of Fund (quarterly)    CBAN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 5,937 0% 0.01% $119K 2026-04-29 $19.57
2025 Q4 UNCHANGED 5,937 0% 0.00% $106K 2026-02-02 $19.87
2025 Q3 UNCHANGED 5,937 0% 0.00% $101K 2025-11-12 $16.02
2025 Q2 UNCHANGED 5,937 0% 0.00% $98K 2025-08-07 $15.62
2025 Q1 UNCHANGED 5,937 0% 0.00% $96K 2025-05-05 $15.20
2024 Q4 UNCHANGED 5,937 0% 0.00% $96K 2025-01-30 $16.24
2024 Q3 UNCHANGED 5,937 0% 0.00% $92K 2024-11-05 $14.88
2024 Q2 UNCHANGED 5,937 0% 0.00% $73K 2024-07-31 $14.68
2024 Q1 UNCHANGED 5,937 0% 0.00% $68K 2024-05-07 $10.63
2023 Q4 UNCHANGED 5,937 0% 0.00% $79K 2024-02-07 $10.73
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MONTAG A & ASSOCIATES INC and CBAN

These are the practical questions this page is built to answer before you even open the full history table.

How long has MONTAG A & ASSOCIATES INC reported owning CBAN?

MONTAG A & ASSOCIATES INC reported CBAN across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CBAN position in MONTAG A & ASSOCIATES INC's portfolio?

The largest reported portfolio weight for CBAN was 0.01% in 2026 Q1.

What is the latest reported CBAN position on this page?

The most recent filing on this page is 2026 Q1, when MONTAG A & ASSOCIATES INC reported 5,937 shares, equal to 0.01% of portfolio, with an estimated market value of $119K.

What does the chart on this CBAN ownership page compare?

The chart compares MONTAG A & ASSOCIATES INC's quarterly CBAN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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