Capstone Investment Advisors
COLB icon

Capstone Investment Advisors’s Columbia Banking Systems COLB Stock Holding History

Capstone Investment 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
Q4 		– Sell
-10,553
Closed -$276K – 1876
2024
Q3 		$276K Buy
+10,553
New +$251K ﹤0.01% 1451
2023
Q3 		– Sell
-10,671
Closed -$216K – 2124
2023
Q2 		$216K Buy
+10,671
New +$225K ﹤0.01% 1517

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capstone Investment Advisors's COLB Position: Q4 2024 in Review

Capstone Investment Advisors sold out of Columbia Banking Systems (COLB) in Q4 2024, closing a stake of 10,553 shares — an estimated $276K sold.

Capstone Investment Advisors first reported a position in COLB in Q2 2023 and held it in 2 quarters. The position peaked at $276K in Q3 2024. 401 funds tracked by Wall St. Rank hold COLB as of Q4 2024.

  • Capstone Investment Advisors reported no remaining Columbia Banking Systems position as of Q4 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 10,553 Columbia Banking Systems shares in Q4 2024, an estimated $276K.
  • Capstone Investment Advisors first reported a position in Columbia Banking Systems in Q2 2023 and held it in 2 quarters.
  • Capstone Investment Advisors's Columbia Banking Systems position peaked at $276K in Q3 2024.
  • 401 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q4 2024.

Based on Capstone Investment Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.