AssetMark Inc’s Columbia Sportswear COLM Stock Holding History

AssetMark Inc’s Portfolio COLM Stock Details COLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$14.1K	Sell	245 -193	-44%	-$11.5K	﹤0.01%	2392
2026 Q2	$27.1K	Sell	438 -17	-4%	-$1.05K	﹤0.01%	2073
2026 Q1	$24.9K	Sell	455 -22	-5%	-$1.26K	﹤0.01%	1976
2025 Q4	$26.3K	Buy	477 +14	+3%	+$748	﹤0.01%	1915
2025 Q3	$24.2K	Buy	463 +64	+16%	+$3.6K	﹤0.01%	1866
2025 Q2	$24.4K	Buy	399 +377	+1,714%	+$24.3K	﹤0.01%	1761
2025 Q1	$1.66K	Hold	22	–	–	﹤0.01%	2212
2024 Q4	$1.85K	Hold	22	–	–	﹤0.01%	2137
2024 Q3	$1.83K	Sell	22 -10	-31%	-$803	﹤0.01%	1894
2024 Q2	$2.53K	Buy	+32	New	+$2.59K	﹤0.01%	1706
2021 Q2	–	Sell	-5	Closed	-$1K	–	1347
2021 Q1	$1K	Buy	+5	New	+$495	﹤0.01%	1227

Other funds holding COLM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

AssetMark Inc's COLM Position: Q3 2026 in Review

AssetMark Inc reduced its Columbia Sportswear (COLM) stake by 44% in Q3 2026, selling an estimated $11.5K and leaving 245 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2392.

AssetMark Inc first reported a position in COLM in Q1 2021 and has held it in 11 quarters since. The position peaked at $27.1K in Q2 2026. 135 funds tracked by Wall St. Rank hold COLM as of Q3 2026.

AssetMark Inc held 245 shares of Columbia Sportswear worth $14.1K as of Q3 2026.
AssetMark Inc sold 193 Columbia Sportswear shares in Q3 2026, an estimated $11.5K.
Columbia Sportswear made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2392 holding.
AssetMark Inc first reported a position in Columbia Sportswear in Q1 2021 and has held it in 11 quarters since.
AssetMark Inc's Columbia Sportswear position peaked at $27.1K in Q2 2026.
135 funds tracked by Wall St. Rank held Columbia Sportswear as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.