Capital Analysts LLC’s Columbia Banking Systems COLB Stock Holding History

Capital Analysts 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 Q1	$6K	Hold	229	–	–	﹤0.01%	1330
2025 Q4	$6K	Buy	+229	New	+$6.2K	﹤0.01%	1315
2024 Q2	–	Sell	-393	Closed	-$8K	–	1208
2024 Q1	$8K	Sell	393 -558	-59%	-$11.5K	﹤0.01%	942
2023 Q4	$25K	Buy	951 +14	+1%	+$311	﹤0.01%	778
2023 Q3	$19K	Buy	937 +17	+2%	+$355	﹤0.01%	770
2023 Q2	$19K	Buy	920 +14	+2%	+$296	﹤0.01%	732
2023 Q1	$19K	Buy	906 +373	+70%	+$10.4K	﹤0.01%	737
2022 Q4	$16K	Buy	533 +5	+0.9%	+$159	﹤0.01%	793
2022 Q3	$15K	Buy	528 +5	+1%	+$151	﹤0.01%	745
2022 Q2	$15K	Buy	523 +5	+1%	+$147	﹤0.01%	742
2022 Q1	$17K	Buy	518 +4	+0.8%	+$140	﹤0.01%	688
2021 Q4	$17K	Buy	514 +5	+1%	+$173	﹤0.01%	737
2021 Q3	$19K	Buy	509 +4	+0.8%	+$143	﹤0.01%	704
2021 Q2	$19K	Buy	505 +3	+0.6%	+$127	﹤0.01%	673
2021 Q1	$22K	Buy	+502	New	+$21.9K	﹤0.01%	702

Other funds holding COLB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Analysts LLC's COLB Position: Q1 2026 in Review

Capital Analysts LLC held its Columbia Banking Systems (COLB) position steady in Q1 2026 at 229 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

Capital Analysts LLC first reported a position in COLB in Q1 2021 and has held it in 15 quarters since. The position peaked at $25K in Q4 2023. 524 funds tracked by Wall St. Rank hold COLB as of Q1 2026.

Capital Analysts LLC held 229 shares of Columbia Banking Systems worth $6K as of Q1 2026.
Capital Analysts LLC left its Columbia Banking Systems share count unchanged in Q1 2026.
Columbia Banking Systems made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1330 holding.
Capital Analysts LLC first reported a position in Columbia Banking Systems in Q1 2021 and has held it in 15 quarters since.
Capital Analysts LLC's Columbia Banking Systems position peaked at $25K in Q4 2023.
524 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.