Capital Advisors Wealth Management’s Columbia Banking Systems COLB Stock Holding History

Capital Advisors Wealth Management’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	$4.91M	Buy	153,275 +10,980	+8%	+$326K	0.58%	41
2026 Q1	$3.9M	Buy	142,295 +1,863	+1%	+$53.9K	0.52%	44
2025 Q4	$3.93M	Buy	140,432 +5,808	+4%	+$157K	0.53%	43
2025 Q3	$3.47M	Buy	134,624 +8,688	+7%	+$221K	0.49%	47
2025 Q2	$2.94M	Buy	125,936 +3,837	+3%	+$88.9K	0.46%	48
2025 Q1	$3.05M	Buy	122,099 +4,152	+4%	+$111K	0.54%	44
2024 Q4	$3.19M	Sell	117,947 -465	-0.4%	-$13.3K	0.57%	41
2024 Q3	$3.09M	Buy	118,412 +6,208	+6%	+$148K	0.57%	39
2024 Q2	$2.23M	Buy	112,204 +19,893	+22%	+$378K	0.44%	41
2024 Q1	$1.79M	Buy	92,311 +17,454	+23%	+$359K	0.37%	45
2023 Q4	$2M	Buy	74,857 +11,492	+18%	+$255K	0.46%	40
2023 Q3	$1.29M	Buy	63,365 +6,285	+11%	+$131K	0.34%	47
2023 Q2	$1.16M	Buy	57,080 +10,302	+22%	+$218K	0.3%	51
2023 Q1	$1M	Buy	+46,778	New	+$1.3M	0.28%	58

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

Capital Advisors Wealth Management's COLB Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Columbia Banking Systems (COLB) stake by 7.7% in Q2 2026, buying an estimated $326K and bringing the position to 153,275 shares worth $4.91M. The position accounts for 0.58% of the portfolio, ranked #41.

Capital Advisors Wealth Management first reported a position in COLB in Q1 2023 and has held it in 14 quarters since. 551 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

Capital Advisors Wealth Management held 153,275 shares of Columbia Banking Systems worth $4.91M as of Q2 2026.
Capital Advisors Wealth Management bought 10,980 Columbia Banking Systems shares in Q2 2026, an estimated $326K.
Columbia Banking Systems made up 0.58% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #41 holding.
Capital Advisors Wealth Management first reported a position in Columbia Banking Systems in Q1 2023 and has held it in 14 quarters since.
551 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.