CWM
COLB icon

Copia Wealth Management’s Columbia Banking Systems COLB Stock Holding History

Copia Wealth Management’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 		$2.31K Hold
72
– – ﹤0.01% 453
2026
Q1 		$1.98K Hold
72
– – ﹤0.01% 436
2025
Q4 		$2.01K Hold
72
– – ﹤0.01% 439
2025
Q3 		$1.85K Hold
72
– – ﹤0.01% 410
2025
Q2 		$1.68K Hold
72
– – ﹤0.01% 400
2025
Q1 		$1.8K Hold
72
– – ﹤0.01% 382
2024
Q4 		$1.95K Buy
+72
New +$2.06K ﹤0.01% 357

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

Copia Wealth Management's COLB Position: Q2 2026 in Review

Copia Wealth Management held its Columbia Banking Systems (COLB) position steady in Q2 2026 at 72 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Copia Wealth Management first reported a position in COLB in Q4 2024 and has held it in 7 quarters since. 551 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • Copia Wealth Management held 72 shares of Columbia Banking Systems worth $2.31K as of Q2 2026.
  • Copia Wealth Management left its Columbia Banking Systems share count unchanged in Q2 2026.
  • Columbia Banking Systems made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #453 holding.
  • Copia Wealth Management first reported a position in Columbia Banking Systems in Q4 2024 and has held it in 7 quarters since.
  • 551 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.