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Beacon Pointe Advisors’s Columbia Banking Systems COLB Stock Holding History

Beacon Pointe 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 		$401K Sell
12,509
-6,093
-33% -$181K ﹤0.01% 1439
2026
Q1 		$510K Buy
+18,602
New +$538K ﹤0.01% 1291

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

Beacon Pointe Advisors's COLB Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Columbia Banking Systems (COLB) stake by 33% in Q2 2026, selling an estimated $181K and leaving 12,509 shares worth $401K. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

Beacon Pointe Advisors first reported a position in COLB in Q1 2026 and has held it in 2 quarters since. The position peaked at $510K in Q1 2026. 551 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • Beacon Pointe Advisors held 12,509 shares of Columbia Banking Systems worth $401K as of Q2 2026.
  • Beacon Pointe Advisors sold 6,093 Columbia Banking Systems shares in Q2 2026, an estimated $181K.
  • Columbia Banking Systems made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1439 holding.
  • Beacon Pointe Advisors first reported a position in Columbia Banking Systems in Q1 2026 and has held it in 2 quarters since.
  • Beacon Pointe Advisors's Columbia Banking Systems position peaked at $510K in Q1 2026.
  • 551 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.