Cassady Schiller Wealth Management’s Columbia Banking Systems COLB Stock Holding History

Cassady Schiller Wealth Management’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	$972	Buy	+36	New	+$1.03K	﹤0.01%	795

Other funds holding COLB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cassady Schiller Wealth Management's COLB Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Columbia Banking Systems (COLB) in Q4 2024: 36 shares worth $972. The stake represents ﹤0.01% of the portfolio and ranks #795 among its holdings.

401 funds tracked by Wall St. Rank hold COLB as of Q4 2024.

Cassady Schiller Wealth Management held 36 shares of Columbia Banking Systems worth $972 as of Q4 2024.
Columbia Banking Systems was a new Cassady Schiller Wealth Management position in Q4 2024.
Columbia Banking Systems made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #795 holding.
401 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.