AIS
COLB icon

Advocate Investing Services’s Columbia Banking Systems COLB Stock Holding History

Advocate Investing Services’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 		$994 Hold
31
– – ﹤0.01% 413
2026
Q1 		$850 Hold
31
– – ﹤0.01% 405
2025
Q4 		$866 Buy
+31
New +$839 ﹤0.01% 389

Other funds holding COLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Advocate Investing Services's COLB Position: Q2 2026 in Review

Advocate Investing Services held its Columbia Banking Systems (COLB) position steady in Q2 2026 at 31 shares worth $994. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Advocate Investing Services first reported a position in COLB in Q4 2025 and has held it in 3 quarters since. 551 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • Advocate Investing Services held 31 shares of Columbia Banking Systems worth $994 as of Q2 2026.
  • Advocate Investing Services left its Columbia Banking Systems share count unchanged in Q2 2026.
  • Columbia Banking Systems made up ﹤0.01% of Advocate Investing Services's portfolio in Q2 2026, its #413 holding.
  • Advocate Investing Services first reported a position in Columbia Banking Systems in Q4 2025 and has held it in 3 quarters since.
  • 551 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.