Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Columbia Banking Systems COLB Stock Holding History

Cambridge Investment Research 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
2024
Q3 		– Sell
-27,690
Closed -$551K – 3429
2024
Q2 		$551K Buy
27,690
+696
+3% +$13.2K ﹤0.01% 2221
2024
Q1 		$522K Buy
26,994
+4,057
+18% +$83.5K ﹤0.01% 2242
2023
Q4 		$612K Buy
22,937
+9,825
+75% +$218K ﹤0.01% 2028
2023
Q3 		$266K Buy
13,112
+1,853
+16% +$38.7K ﹤0.01% 2580
2023
Q2 		$228K Sell
11,259
-2,159
-16% -$45.6K ﹤0.01% 2767
2023
Q1 		$287K Buy
+13,418
New +$373K ﹤0.01% 2525
2016
Q2 		– Sell
-16,425
Closed -$491K – 1615
2016
Q1 		$491K Sell
16,425
-174
-1% -$5.11K 0.01% 908
2015
Q4 		$540K Buy
16,599
+285
+2% +$9.52K 0.01% 823
2015
Q3 		$509K Buy
16,314
+737
+5% +$23.3K 0.01% 754
2015
Q2 		$507K Buy
+15,577
New +$475K 0.01% 801

Other funds holding COLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cambridge Investment Research Advisors's COLB Position: Q3 2024 in Review

Cambridge Investment Research Advisors sold out of Columbia Banking Systems (COLB) in Q3 2024, closing a stake of 27,690 shares — an estimated $551K sold.

Cambridge Investment Research Advisors first reported a position in COLB in Q2 2015 and held it in 10 quarters. The position peaked at $612K in Q4 2023. 374 funds tracked by Wall St. Rank hold COLB as of Q3 2024.

  • Cambridge Investment Research Advisors reported no remaining Columbia Banking Systems position as of Q3 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 27,690 Columbia Banking Systems shares in Q3 2024, an estimated $551K.
  • Cambridge Investment Research Advisors first reported a position in Columbia Banking Systems in Q2 2015 and held it in 10 quarters.
  • Cambridge Investment Research Advisors's Columbia Banking Systems position peaked at $612K in Q4 2023.
  • 374 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q3 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2024, filed 28 Oct 2024.