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Bogart Wealth LLC’s Columbia Banking Systems COLB Stock Holding History

Bogart Wealth LLC’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 		$9.39K Buy
293
+49
+20% +$1.46K ﹤0.01% 1021
2026
Q1 		$6.68K Buy
244
+32
+15% +$925 ﹤0.01% 988
2025
Q4 		$5.91K Buy
212
+3
+1% +$81 ﹤0.01% 965
2025
Q3 		$5.38K Buy
209
+3
+1% +$76 ﹤0.01% 962
2025
Q2 		$4.82K Buy
206
+3
+1% +$70 ﹤0.01% 945
2025
Q1 		$5.06K Buy
+203
New +$5.41K ﹤0.01% 899

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

Bogart Wealth LLC's COLB Position: Q2 2026 in Review

Bogart Wealth LLC increased its Columbia Banking Systems (COLB) stake by 20% in Q2 2026, buying an estimated $1.46K and bringing the position to 293 shares worth $9.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Bogart Wealth LLC first reported a position in COLB in Q1 2025 and has held it in 6 quarters since. 551 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • Bogart Wealth LLC held 293 shares of Columbia Banking Systems worth $9.39K as of Q2 2026.
  • Bogart Wealth LLC bought 49 Columbia Banking Systems shares in Q2 2026, an estimated $1.46K.
  • Columbia Banking Systems made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1021 holding.
  • Bogart Wealth LLC first reported a position in Columbia Banking Systems in Q1 2025 and has held it in 6 quarters since.
  • 551 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.