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Clearstead Trust’s Columbia Banking Systems COLB Stock Holding History

Clearstead Trust’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 		$2.95K Sell
92
-373
-80% -$11.1K ﹤0.01% 856
2026
Q1 		$12.8K Hold
465
– – ﹤0.01% 522
2025
Q4 		$13K Sell
465
-50
-10% -$1.35K ﹤0.01% 530
2025
Q3 		$13.3K Buy
515
+65
+14% +$1.65K ﹤0.01% 529
2025
Q2 		$10.5K Buy
450
+217
+93% +$5.03K ﹤0.01% 575
2025
Q1 		$5.81K Buy
+233
New +$6.21K ﹤0.01% 570

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 Trust's COLB Position: Q2 2026 in Review

Clearstead Trust reduced its Columbia Banking Systems (COLB) stake by 80% in Q2 2026, selling an estimated $11.1K and leaving 92 shares worth $2.95K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Clearstead Trust first reported a position in COLB in Q1 2025 and has held it in 6 quarters since. The position peaked at $13.3K in Q3 2025. 551 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • Clearstead Trust held 92 shares of Columbia Banking Systems worth $2.95K as of Q2 2026.
  • Clearstead Trust sold 373 Columbia Banking Systems shares in Q2 2026, an estimated $11.1K.
  • Columbia Banking Systems made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #856 holding.
  • Clearstead Trust first reported a position in Columbia Banking Systems in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Trust's Columbia Banking Systems position peaked at $13.3K in Q3 2025.
  • 551 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

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