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Cornerstone Planning Group’s Columbia Banking Systems COLB Stock Holding History

Cornerstone Planning Group’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
2025
Q2 		– Sell
-200
Closed -$4.7K – 1562
2025
Q1 		$4.7K Buy
200
+3
+2% +$80 ﹤0.01% 753
2024
Q4 		$5.54K Buy
197
+2
+1% +$57 ﹤0.01% 558
2024
Q3 		$5.58K Buy
195
+3
+2% +$71 ﹤0.01% 546
2024
Q2 		$4.45K Buy
192
+3
+2% +$57 ﹤0.01% 603
2024
Q1 		$3.8K Buy
189
+4
+2% +$82 ﹤0.01% 560
2023
Q4 		$4.93K Buy
185
+3
+2% +$67 ﹤0.01% 523
2023
Q3 		$3.7K Hold
182
– – ﹤0.01% 573
2023
Q2 		$3.69K Buy
+182
New +$3.84K ﹤0.01% 1003
2022
Q4 		$4.9K Buy
+177
New +$5.62K ﹤0.01% 897

Other funds holding COLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cornerstone Planning Group's COLB Position: Q2 2025 in Review

Cornerstone Planning Group sold out of Columbia Banking Systems (COLB) in Q2 2025, closing a stake of 200 shares — an estimated $4.7K sold.

Cornerstone Planning Group first reported a position in COLB in Q4 2022 and held it in 9 quarters. The position peaked at $5.58K in Q3 2024. 410 funds tracked by Wall St. Rank hold COLB as of Q2 2025.

  • Cornerstone Planning Group reported no remaining Columbia Banking Systems position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 200 Columbia Banking Systems shares in Q2 2025, an estimated $4.7K.
  • Cornerstone Planning Group first reported a position in Columbia Banking Systems in Q4 2022 and held it in 9 quarters.
  • Cornerstone Planning Group's Columbia Banking Systems position peaked at $5.58K in Q3 2024.
  • 410 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2025.

Based on Cornerstone Planning Group's 13F filing for Q2 2025, filed 11 Aug 2025.