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CGC Financial Services’s Columbia Banking Systems COLB Stock Holding History

CGC Financial Services’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
Q2 		$64 Hold
2
– – ﹤0.01% 337
2026
Q1 		$55 Hold
2
– – ﹤0.01% 330
2025
Q4 		$56 Hold
2
– – ﹤0.01% 335
2025
Q3 		$51 Buy
+2
New +$51 ﹤0.01% 340
2023
Q3 		– Sell
-3
Closed -$61 – 342
2023
Q2 		$61 Buy
+3
New +$63 ﹤0.01% 356

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

CGC Financial Services's COLB Position: Q2 2026 in Review

CGC Financial Services held its Columbia Banking Systems (COLB) position steady in Q2 2026 at 2 shares worth $64. The position accounts for ﹤0.01% of the portfolio, ranked #337.

CGC Financial Services first reported a position in COLB in Q2 2023 and has held it in 5 quarters since. 555 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • CGC Financial Services held 2 shares of Columbia Banking Systems worth $64 as of Q2 2026.
  • CGC Financial Services left its Columbia Banking Systems share count unchanged in Q2 2026.
  • Columbia Banking Systems made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #337 holding.
  • CGC Financial Services first reported a position in Columbia Banking Systems in Q2 2023 and has held it in 5 quarters since.
  • 555 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.