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

Activest 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
2026 Q3	$286	Sell	10 -14	-58%	-$434	﹤0.01%	944
2026 Q2	$769	Sell	24 -6	-20%	-$178	﹤0.01%	999
2026 Q1	$823	Buy	+30	New	+$867	﹤0.01%	1038
2025 Q4	–	Sell	-20	Closed	-$515	–	1170
2025 Q3	$515	Hold	20	–	–	﹤0.01%	960
2025 Q2	$468	Sell	20 -9	-31%	-$209	﹤0.01%	876
2025 Q1	$723	Buy	29 +28	+2,800%	+$746	﹤0.01%	812
2024 Q4	$27	Buy	+1	New	+$29	﹤0.01%	820

Other funds holding COLB

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

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

HoldCo Asset Management Fort Lauderdale, Florida $1.43B AUM 19.42% 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

Activest Wealth Management's COLB Position: Q3 2026 in Review

Activest Wealth Management reduced its Columbia Banking Systems (COLB) stake by 58% in Q3 2026, selling an estimated $434 and leaving 10 shares worth $286. The position accounts for ﹤0.01% of the portfolio, ranked #944.

Activest Wealth Management first reported a position in COLB in Q4 2024 and has held it in 7 quarters since. The position peaked at $823 in Q1 2026. 425 funds tracked by Wall St. Rank hold COLB as of Q3 2026.

Activest Wealth Management held 10 shares of Columbia Banking Systems worth $286 as of Q3 2026.
Activest Wealth Management sold 14 Columbia Banking Systems shares in Q3 2026, an estimated $434.
Columbia Banking Systems made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #944 holding.
Activest Wealth Management first reported a position in Columbia Banking Systems in Q4 2024 and has held it in 7 quarters since.
Activest Wealth Management's Columbia Banking Systems position peaked at $823 in Q1 2026.
425 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.