Superior Planning, LLC’s Columbia Banking Systems COLB Stock Holding History

Superior Planning, LLC’s Portfolio COLB Stock Details COLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$31.1K	Buy	+1,087	New	+$33.7K	0.01%	527

Other funds holding COLB

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Superior Planning, LLC's COLB Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Columbia Banking Systems (COLB) in Q3 2026: 1,087 shares worth $31.1K. The stake represents 0.01% of the portfolio and ranks #527 among its holdings.

353 funds tracked by Wall St. Rank hold COLB as of Q3 2026.

Superior Planning, LLC held 1,087 shares of Columbia Banking Systems worth $31.1K as of Q3 2026.
Columbia Banking Systems was a new Superior Planning, LLC position in Q3 2026.
Columbia Banking Systems made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #527 holding.
353 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.