Avion Wealth’s Columbia Banking Systems COLB Stock Holding History

Avion Wealth’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	$2K	Sell	81 -66	-45%	-$1.96K	﹤0.01%	1035
2026 Q1	$4K	Hold	147	–	–	﹤0.01%	701
2025 Q4	$4K	Hold	147	–	–	﹤0.01%	696
2025 Q3	$3K	Hold	147	–	–	﹤0.01%	734
2025 Q2	$3K	Buy	+147	New	+$3.41K	﹤0.01%	710
2024 Q3	–	Sell	-100	Closed	-$1K	–	1055
2024 Q2	$1K	Buy	+100	New	+$1.9K	﹤0.01%	705
2024 Q1	–	Sell	-24	Closed	-$1K	–	1164
2023 Q4	$1K	Buy	+24	New	+$533	﹤0.01%	734
2023 Q3	–	Sell	-24	Closed	–	–	855
2023 Q2	$0	Buy	+24	New	+$507	﹤0.01%	763
2022 Q3	–	Sell	-1	Closed	–	–	522
2022 Q2	$0	Buy	+1	New	+$29	﹤0.01%	525

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

Avion Wealth's COLB Position: Q2 2026 in Review

Avion Wealth reduced its Columbia Banking Systems (COLB) stake by 45% in Q2 2026, selling an estimated $1.96K and leaving 81 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

Avion Wealth first reported a position in COLB in Q2 2022 and has held it in 9 quarters since. The position peaked at $4K in Q1 2026. 551 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

Avion Wealth held 81 shares of Columbia Banking Systems worth $2K as of Q2 2026.
Avion Wealth sold 66 Columbia Banking Systems shares in Q2 2026, an estimated $1.96K.
Columbia Banking Systems made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1035 holding.
Avion Wealth first reported a position in Columbia Banking Systems in Q2 2022 and has held it in 9 quarters since.
Avion Wealth's Columbia Banking Systems position peaked at $4K in Q1 2026.
551 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.