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Concurrent Investment Advisors’s Columbia Banking Systems COLB Stock Holding History

Concurrent Investment 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 		$254K Buy
7,921
+220
+3% +$6.53K ﹤0.01% 1801
2026
Q1 		$211K Buy
+7,701
New +$223K ﹤0.01% 1718

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

Concurrent Investment Advisors's COLB Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Columbia Banking Systems (COLB) stake by 2.9% in Q2 2026, buying an estimated $6.53K and bringing the position to 7,921 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #1801.

Concurrent Investment Advisors first reported a position in COLB in Q1 2026 and has held it in 2 quarters since. 551 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • Concurrent Investment Advisors held 7,921 shares of Columbia Banking Systems worth $254K as of Q2 2026.
  • Concurrent Investment Advisors bought 220 Columbia Banking Systems shares in Q2 2026, an estimated $6.53K.
  • Columbia Banking Systems made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1801 holding.
  • Concurrent Investment Advisors first reported a position in Columbia Banking Systems in Q1 2026 and has held it in 2 quarters since.
  • 551 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.