Commonwealth Equity Services’s Columbia Banking Systems COLB Stock Holding History

Commonwealth Equity 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	$936K	Sell	29,202 -1,465	-5%	-$43.5K	﹤0.01%	2759
2026 Q1	$841K	Sell	30,667 -967	-3%	-$28K	﹤0.01%	2748
2025 Q4	$884K	Sell	31,634 -46,432	-59%	-$1.26M	﹤0.01%	2687
2025 Q3	$2.01M	Buy	78,066 +8,658	+12%	+$220K	﹤0.01%	1984
2025 Q2	$1.62M	Sell	69,408 -6,042	-8%	-$140K	﹤0.01%	2157
2025 Q1	$1.88M	Buy	75,450 +3,017	+4%	+$80.4K	﹤0.01%	1953
2024 Q4	$1.96M	Sell	72,433 -1,249	-2%	-$35.8K	﹤0.01%	1887
2024 Q3	$1.92M	Buy	73,682 +5,161	+8%	+$123K	﹤0.01%	1835
2024 Q2	$1.36M	Buy	68,521 +10,776	+19%	+$205K	﹤0.01%	2051
2024 Q1	$1.12M	Buy	57,745 +4,856	+9%	+$99.9K	﹤0.01%	2162
2023 Q4	$1.41M	Sell	52,889 -2,969	-5%	-$66K	﹤0.01%	1927
2023 Q3	$1.13M	Buy	55,858 +2,396	+4%	+$50K	﹤0.01%	1992
2023 Q2	$1.08M	Buy	53,462 +2,441	+5%	+$51.5K	﹤0.01%	2030
2023 Q1	$1.09K	Buy	51,021 +37,942	+290%	+$1.05M	﹤0.01%	1981
2022 Q4	$394K	Sell	13,079 -803	-6%	-$25.5K	﹤0.01%	2659
2022 Q3	$401K	Sell	13,882 -2	-0%	-$60	﹤0.01%	2590
2022 Q2	$397K	Sell	13,884 -6,873	-33%	-$202K	﹤0.01%	2590
2022 Q1	$669K	Sell	20,757 -2,980	-13%	-$105K	﹤0.01%	2299
2021 Q4	$776K	Buy	23,737 +4,628	+24%	+$160K	﹤0.01%	2174
2021 Q3	$725K	Buy	19,109 +1,215	+7%	+$43.3K	﹤0.01%	2185
2021 Q2	$690K	Buy	17,894 +181	+1%	+$7.69K	﹤0.01%	2213
2021 Q1	$763K	Buy	17,713 +283	+2%	+$12.3K	﹤0.01%	2008
2020 Q4	$625K	Sell	17,430 -13,248	-43%	-$411K	﹤0.01%	1995
2020 Q3	$731K	Buy	30,678 +2,452	+9%	+$67.7K	﹤0.01%	1693
2020 Q2	$800K	Sell	28,226 -205	-0.7%	-$5.22K	﹤0.01%	1562
2020 Q1	$761K	Sell	28,431 -190	-0.7%	-$6.68K	﹤0.01%	1418
2019 Q4	$1.16M	Sell	28,621 -6,912	-19%	-$269K	﹤0.01%	1328
2019 Q3	$1.31M	Sell	35,533 -882	-2%	-$31.5K	0.01%	1196
2019 Q2	$1.32M	Sell	36,415 -1,260	-3%	-$44.6K	0.01%	1182
2019 Q1	$1.23M	Sell	37,675 -474	-1%	-$17.2K	0.01%	1177
2018 Q4	$1.38M	Sell	38,149 -1	-0%	-$37	0.01%	1017
2018 Q3	$1.48M	Sell	38,150 -391	-1%	-$16.2K	0.01%	1083
2018 Q2	$1.58M	Buy	38,541 +347	+0.9%	+$14.8K	0.01%	1035
2018 Q1	$1.6M	Buy	38,194 +14,082	+58%	+$611K	0.01%	999
2017 Q4	$1.05M	Buy	24,112 +17,060	+242%	+$744K	0.01%	1201
2017 Q3	$297K	Buy	7,052 +1,765	+33%	+$68.3K	﹤0.01%	1983
2017 Q2	$211K	Buy	5,287 +4	+0.1%	+$156	﹤0.01%	2185
2017 Q1	$206K	Buy	+5,283	New	+$213K	﹤0.01%	2128

Other funds holding COLB

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFC

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Commonwealth Equity Services's COLB Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Columbia Banking Systems (COLB) stake by 4.8% in Q2 2026, selling an estimated $43.5K and leaving 29,202 shares worth $936K. The position accounts for ﹤0.01% of the portfolio, ranked #2759.

Commonwealth Equity Services first reported a position in COLB in Q1 2017 and has held it in 38 quarters since. The position peaked at $2.01M in Q3 2025. 186 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

Commonwealth Equity Services held 29,202 shares of Columbia Banking Systems worth $936K as of Q2 2026.
Commonwealth Equity Services sold 1,465 Columbia Banking Systems shares in Q2 2026, an estimated $43.5K.
Columbia Banking Systems made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2759 holding.
Commonwealth Equity Services first reported a position in Columbia Banking Systems in Q1 2017 and has held it in 38 quarters since.
Commonwealth Equity Services's Columbia Banking Systems position peaked at $2.01M in Q3 2025.
186 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.