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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
Q3 		$203K Buy
7,177
+148
+2% +$4.59K ﹤0.01% 744
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

CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Apella Capital's COLB Position: Q3 2026 in Review

Apella Capital increased its Columbia Banking Systems (COLB) stake by 2.1% in Q3 2026, buying an estimated $4.59K and bringing the position to 7,177 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Apella Capital first reported a position in COLB in Q2 2022 and has held it in 4 quarters since. The position peaked at $359K in Q2 2022. 16 funds tracked by Wall St. Rank hold COLB as of Q3 2026.

  • Apella Capital held 7,177 shares of Columbia Banking Systems worth $203K as of Q3 2026.
  • Apella Capital bought 148 Columbia Banking Systems shares in Q3 2026, an estimated $4.59K.
  • Columbia Banking Systems made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #744 holding.
  • Apella Capital first reported a position in Columbia Banking Systems in Q2 2022 and has held it in 4 quarters since.
  • Apella Capital's Columbia Banking Systems position peaked at $359K in Q2 2022.
  • 16 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.