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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
Q2 		$7K Hold
229
– – ﹤0.01% 1340
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
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

Capital Analysts LLC's COLB Position: Q2 2026 in Review

Capital Analysts LLC held its Columbia Banking Systems (COLB) position steady in Q2 2026 at 229 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

Capital Analysts LLC first reported a position in COLB in Q1 2021 and has held it in 16 quarters since. The position peaked at $25K in Q4 2023. 555 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • Capital Analysts LLC held 229 shares of Columbia Banking Systems worth $7K as of Q2 2026.
  • Capital Analysts LLC left its Columbia Banking Systems share count unchanged in Q2 2026.
  • Columbia Banking Systems made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1340 holding.
  • Capital Analysts LLC first reported a position in Columbia Banking Systems in Q1 2021 and has held it in 16 quarters since.
  • Capital Analysts LLC's Columbia Banking Systems position peaked at $25K in Q4 2023.
  • 555 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.