Annis Gardner Whiting Capital Advisors’s Columbia Banking Systems COLB Stock Holding History

Annis Gardner Whiting Capital Advisors’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	–	Sell	-4,869	Closed	-$134K	–	517
2026 Q1	$134K	Sell	4,869 -356	-7%	-$10.3K	0.02%	384
2025 Q4	$146K	Sell	5,225 -509	-9%	-$13.8K	0.03%	332
2025 Q3	$148K	Buy	5,734 +1,909	+50%	+$48.5K	0.03%	309
2025 Q2	$89.4K	Hold	3,825	–	–	0.03%	317
2025 Q1	$95.4K	Buy	+3,825	New	+$102K	0.04%	279
2024 Q4	–	Sell	-3,828	Closed	-$100K	–	782
2024 Q3	$100K	Hold	3,828	–	–	0.03%	287
2024 Q2	$76.1K	Hold	3,828	–	–	0.02%	345
2024 Q1	$74.1K	Hold	3,828	–	–	0.03%	332
2023 Q4	$102K	Hold	3,828	–	–	0.05%	217
2023 Q3	$77.7K	Buy	+3,828	New	+$79.9K	0.04%	241

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

Annis Gardner Whiting Capital Advisors's COLB Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Columbia Banking Systems (COLB) in Q2 2026, closing a stake of 4,869 shares — an estimated $134K sold.

Annis Gardner Whiting Capital Advisors first reported a position in COLB in Q3 2023 and held it in 10 quarters. The position peaked at $148K in Q3 2025. 551 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Columbia Banking Systems position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 4,869 Columbia Banking Systems shares in Q2 2026, an estimated $134K.
Annis Gardner Whiting Capital Advisors first reported a position in Columbia Banking Systems in Q3 2023 and held it in 10 quarters.
Annis Gardner Whiting Capital Advisors's Columbia Banking Systems position peaked at $148K in Q3 2025.
551 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.