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Clearstead Advisors’s Columbia Banking Systems COLB Stock Holding History

Clearstead Advisors’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 		$5.13K Sell
160
-225
-58% -$6.68K ﹤0.01% 2187
2026
Q1 		$10.6K Sell
385
-2,200
-85% -$63.6K ﹤0.01% 1575
2025
Q4 		$72.3K Buy
2,585
+1,682
+186% +$45.5K ﹤0.01% 1239
2025
Q3 		$23.2K Sell
903
-300
-25% -$7.62K ﹤0.01% 1580
2025
Q2 		$28.1K Buy
1,203
+707
+143% +$16.4K ﹤0.01% 1483
2025
Q1 		$12.4K Sell
496
-138
-22% -$3.68K ﹤0.01% 1556
2024
Q4 		$17.1K Hold
634
– – ﹤0.01% 1433
2024
Q3 		$16.6K Hold
634
– – ﹤0.01% 1478
2024
Q2 		$12.6K Buy
+634
New +$12.1K ﹤0.01% 1495

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

Clearstead Advisors's COLB Position: Q2 2026 in Review

Clearstead Advisors reduced its Columbia Banking Systems (COLB) stake by 58% in Q2 2026, selling an estimated $6.68K and leaving 160 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #2187.

Clearstead Advisors first reported a position in COLB in Q2 2024 and has held it in 9 quarters since. The position peaked at $72.3K in Q4 2025. 551 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • Clearstead Advisors held 160 shares of Columbia Banking Systems worth $5.13K as of Q2 2026.
  • Clearstead Advisors sold 225 Columbia Banking Systems shares in Q2 2026, an estimated $6.68K.
  • Columbia Banking Systems made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2187 holding.
  • Clearstead Advisors first reported a position in Columbia Banking Systems in Q2 2024 and has held it in 9 quarters since.
  • Clearstead Advisors's Columbia Banking Systems position peaked at $72.3K in Q4 2025.
  • 551 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.