Carlson Capital
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Carlson Capital’s Columbia Banking Systems COLB Stock Holding History

Carlson Capital’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
Q3 		$11.2M Buy
391,329
+43,800
+13% +$1.36M 2.22% 15
2026
Q2 		$11.1M Buy
347,529
+281,020
+423% +$8.35M 2.25% 18
2026
Q1 		$1.82M Buy
+66,509
New +$1.92M 0.57% 31

Other funds holding COLB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Carlson Capital's COLB Position: Q3 2026 in Review

Carlson Capital increased its Columbia Banking Systems (COLB) stake by 13% in Q3 2026, buying an estimated $1.36M and bringing the position to 391,329 shares worth $11.2M. The position accounts for 2.22% of the portfolio, ranked #15.

Carlson Capital first reported a position in COLB in Q1 2026 and has held it in 3 quarters since. 295 funds tracked by Wall St. Rank hold COLB as of Q3 2026.

  • Carlson Capital held 391,329 shares of Columbia Banking Systems worth $11.2M as of Q3 2026.
  • Carlson Capital bought 43,800 Columbia Banking Systems shares in Q3 2026, an estimated $1.36M.
  • Columbia Banking Systems made up 2.22% of Carlson Capital's portfolio in Q3 2026, its #15 holding.
  • Carlson Capital first reported a position in Columbia Banking Systems in Q1 2026 and has held it in 3 quarters since.
  • 295 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q3 2026.

Based on Carlson Capital's 13F filing for Q3 2026, filed 9 Nov 2026.