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Abound Wealth Management’s Columbia Banking Systems COLB Stock Holding History

Abound Wealth Management’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
2025
Q2 		– Sell
-314
Closed -$7.83K – 1310
2025
Q1 		$7.83K Buy
+314
New +$8.36K ﹤0.01% 451

Other funds holding COLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Abound Wealth Management's COLB Position: Q2 2025 in Review

Abound Wealth Management sold out of Columbia Banking Systems (COLB) in Q2 2025, closing a stake of 314 shares — an estimated $7.83K sold.

Abound Wealth Management first reported a position in COLB in Q1 2025 and held it in 1 quarter. The position peaked at $7.83K in Q1 2025. 410 funds tracked by Wall St. Rank hold COLB as of Q2 2025.

  • Abound Wealth Management reported no remaining Columbia Banking Systems position as of Q2 2025 after selling out during the quarter.
  • Abound Wealth Management sold 314 Columbia Banking Systems shares in Q2 2025, an estimated $7.83K.
  • Abound Wealth Management first reported a position in Columbia Banking Systems in Q1 2025 and held it in 1 quarter.
  • Abound Wealth Management's Columbia Banking Systems position peaked at $7.83K in Q1 2025.
  • 410 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2025.

Based on Abound Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.