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Apella Capital’s Columbia Banking Systems COLB Stock Holding History

Apella Capital’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 		$226K Buy
7,029
+34
+0.5% +$1.01K ﹤0.01% 642
2026
Q1 		$207K Buy
+6,995
New +$202K ﹤0.01% 640
2022
Q3 		– Sell
-12,523
Closed -$359K – 215
2022
Q2 		$359K Buy
+12,523
New +$369K 0.04% 169

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

Apella Capital's COLB Position: Q2 2026 in Review

Apella Capital increased its Columbia Banking Systems (COLB) stake by 0.49% in Q2 2026, buying an estimated $1.01K and bringing the position to 7,029 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Apella Capital first reported a position in COLB in Q2 2022 and has held it in 3 quarters since. The position peaked at $359K in Q2 2022. 551 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • Apella Capital held 7,029 shares of Columbia Banking Systems worth $226K as of Q2 2026.
  • Apella Capital bought 34 Columbia Banking Systems shares in Q2 2026, an estimated $1.01K.
  • Columbia Banking Systems made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #642 holding.
  • Apella Capital first reported a position in Columbia Banking Systems in Q2 2022 and has held it in 3 quarters since.
  • Apella Capital's Columbia Banking Systems position peaked at $359K in Q2 2022.
  • 551 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.