Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Columbia Banking Systems COLB Stock Holding History

Carson Wealth (CWM 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 		$1.31M Buy
47,610
+1,852
+4% +$53.5K ﹤0.01% 1394
2025
Q4 		$1.28M Sell
45,758
-6,139
-12% -$166K ﹤0.01% 1363
2025
Q3 		$1.34M Buy
51,897
+41,428
+396% +$1.05M ﹤0.01% 1258
2025
Q2 		$245K Buy
10,469
+197
+2% +$4.57K ﹤0.01% 1999
2025
Q1 		$256K Sell
10,272
-3,096
-23% -$82.5K ﹤0.01% 1767
2024
Q4 		$361K Buy
13,368
+129
+1% +$3.7K ﹤0.01% 1506
2024
Q3 		$346K Sell
13,239
-229
-2% -$5.45K ﹤0.01% 1470
2024
Q2 		$268K Buy
13,468
+6,156
+84% +$117K ﹤0.01% 1443
2024
Q1 		$141K Buy
7,312
+1,263
+21% +$26K ﹤0.01% 1682
2023
Q4 		$161K Sell
6,049
-234
-4% -$5.2K ﹤0.01% 1513
2023
Q3 		$128K Sell
6,283
-9,403
-60% -$196K ﹤0.01% 1503
2023
Q2 		$318K Buy
15,686
+7,425
+90% +$157K ﹤0.01% 1088
2023
Q1 		$177K Buy
8,261
+6,654
+414% +$185K ﹤0.01% 1238
2022
Q4 		$48K Buy
1,607
+217
+16% +$6.89K ﹤0.01% 1757
2022
Q3 		$40K Buy
1,390
+540
+64% +$16.3K ﹤0.01% 1764
2022
Q2 		$24K Buy
850
+587
+223% +$17.3K ﹤0.01% 2001
2022
Q1 		$8K Buy
263
+31
+13% +$1.09K ﹤0.01% 2601
2021
Q4 		$8K Buy
+232
New +$8.04K ﹤0.01% 2467
2016
Q4 		– Sell
-3,448
Closed -$113K – 1108
2016
Q3 		$113K Hold
3,448
– – 0.01% 322
2016
Q2 		$97K Hold
3,448
– – 0.01% 306
2016
Q1 		$103K Hold
3,448
– – 0.01% 277
2015
Q4 		$112K Hold
3,448
– – 0.01% 254
2015
Q3 		$108K Buy
+3,448
New +$109K 0.01% 236
2014
Q1 		– Sell
-3,448
Closed -$95K – 219
2013
Q4 		$95K Hold
3,448
– – 0.01% 199
2013
Q3 		$85K Buy
+3,448
New +$84.6K 0.02% 156

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Carson Wealth (CWM LLC)'s COLB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Columbia Banking Systems (COLB) stake by 4% in Q1 2026, buying an estimated $53.5K and bringing the position to 47,610 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

Carson Wealth (CWM LLC) first reported a position in COLB in Q3 2013 and has held it in 25 quarters since. The position peaked at $1.34M in Q3 2025. 526 funds tracked by Wall St. Rank hold COLB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 47,610 shares of Columbia Banking Systems worth $1.31M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,852 Columbia Banking Systems shares in Q1 2026, an estimated $53.5K.
  • Columbia Banking Systems made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1394 holding.
  • Carson Wealth (CWM LLC) first reported a position in Columbia Banking Systems in Q3 2013 and has held it in 25 quarters since.
  • Carson Wealth (CWM LLC)'s Columbia Banking Systems position peaked at $1.34M in Q3 2025.
  • 526 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.