AF
COLB icon

Allworth Financial’s Columbia Banking Systems COLB Stock Holding History

Allworth Financial’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 		$6.56M Sell
204,688
-3,427
-2% -$102K 0.03% 306
2026
Q1 		$5.71M Buy
208,115
+6,379
+3% +$184K 0.02% 343
2025
Q4 		$5.64M Buy
201,736
+1,606
+0.8% +$43.5K 0.02% 337
2025
Q3 		$5.15M Buy
200,130
+917
+0.5% +$23.3K 0.02% 313
2025
Q2 		$4.66M Buy
199,213
+6,465
+3% +$150K 0.02% 322
2025
Q1 		$4.49M Buy
192,748
+21,293
+12% +$567K 0.03% 270
2024
Q4 		$4.93M Sell
171,455
-4,083
-2% -$117K 0.03% 266
2024
Q3 		$4.58M Buy
175,538
+458
+0.3% +$10.9K 0.03% 223
2024
Q2 		$4.08M Buy
175,080
+13,256
+8% +$252K 0.03% 231
2024
Q1 		$3.13M Buy
161,824
+160,828
+16,147% +$3.31M 0.02% 243
2023
Q4 		$26.6K Buy
996
+85
+9% +$1.89K ﹤0.01% 1486
2023
Q3 		$18.5K Sell
911
-20
-2% -$417 ﹤0.01% 1576
2023
Q2 		$18.9K Sell
931
-97
-9% -$2.05K ﹤0.01% 1576
2023
Q1 		$22K Buy
+1,028
New +$28.6K ﹤0.01% 1397
2021
Q2 		– Sell
-2,555
Closed -$110K – 1562
2021
Q1 		$110K Buy
+2,555
New +$111K ﹤0.01% 436

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 $3.38T AUM 44.17% 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

Allworth Financial's COLB Position: Q2 2026 in Review

Allworth Financial reduced its Columbia Banking Systems (COLB) stake by 1.6% in Q2 2026, selling an estimated $102K and leaving 204,688 shares worth $6.56M. The position accounts for 0.03% of the portfolio, ranked #306.

Allworth Financial first reported a position in COLB in Q1 2021 and has held it in 15 quarters since. 556 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • Allworth Financial held 204,688 shares of Columbia Banking Systems worth $6.56M as of Q2 2026.
  • Allworth Financial sold 3,427 Columbia Banking Systems shares in Q2 2026, an estimated $102K.
  • Columbia Banking Systems made up 0.03% of Allworth Financial's portfolio in Q2 2026, its #306 holding.
  • Allworth Financial first reported a position in Columbia Banking Systems in Q1 2021 and has held it in 15 quarters since.
  • 556 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.