Action Point Financial Planning’s Columbia Banking Systems COLB Stock Holding History

Action Point Financial Planning’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 Q2	$16.3K	Buy	+509	New	+$15.1K	﹤0.01%	1222

Other funds holding COLB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Action Point Financial Planning's COLB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Columbia Banking Systems (COLB) in Q2 2026: 509 shares worth $16.3K. The stake represents ﹤0.01% of the portfolio and ranks #1222 among its holdings.

550 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

Action Point Financial Planning held 509 shares of Columbia Banking Systems worth $16.3K as of Q2 2026.
Columbia Banking Systems was a new Action Point Financial Planning position in Q2 2026.
Columbia Banking Systems made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1222 holding.
550 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.