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Carolinas Wealth Consulting’s Columbia Banking Systems COLB Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-91
Closed -$2.27K – 182
2025
Q1 		$2.27K Buy
91
+9
+11% +$240 ﹤0.01% 775
2024
Q4 		$2.21K Hold
82
– – ﹤0.01% 812
2024
Q3 		$2.14K Hold
82
– – ﹤0.01% 804
2024
Q2 		$1.63K Buy
82
+23
+39% +$437 ﹤0.01% 835
2024
Q1 		$1.14K Buy
+59
New +$1.21K ﹤0.01% 877
2023
Q2 		– Sell
-28
Closed -$600 – 1074
2023
Q1 		$600 Hold
28
– – ﹤0.01% 972
2022
Q4 		$844 Buy
+28
New +$889 ﹤0.01% 922

Other funds holding COLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carolinas Wealth Consulting's COLB Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Columbia Banking Systems (COLB) in Q2 2025, closing a stake of 91 shares — an estimated $2.27K sold.

Carolinas Wealth Consulting first reported a position in COLB in Q4 2022 and held it in 7 quarters. The position peaked at $2.27K in Q1 2025. 411 funds tracked by Wall St. Rank hold COLB as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Columbia Banking Systems position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 91 Columbia Banking Systems shares in Q2 2025, an estimated $2.27K.
  • Carolinas Wealth Consulting first reported a position in Columbia Banking Systems in Q4 2022 and held it in 7 quarters.
  • Carolinas Wealth Consulting's Columbia Banking Systems position peaked at $2.27K in Q1 2025.
  • 411 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.