Curio Wealth’s Columbia Banking Systems COLB Stock Holding History

Curio Wealth’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	–	Sell	-8	Closed	-$219	–	295
2026 Q1	$219	Buy	+8	New	+$231	﹤0.01%	741

Other funds holding COLB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Curio Wealth's COLB Position: Q2 2026 in Review

Curio Wealth sold out of Columbia Banking Systems (COLB) in Q2 2026, closing a stake of 8 shares — an estimated $219 sold.

Curio Wealth first reported a position in COLB in Q1 2026 and held it in 1 quarter. The position peaked at $219 in Q1 2026. 551 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

Curio Wealth reported no remaining Columbia Banking Systems position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 8 Columbia Banking Systems shares in Q2 2026, an estimated $219.
Curio Wealth first reported a position in Columbia Banking Systems in Q1 2026 and held it in 1 quarter.
Curio Wealth's Columbia Banking Systems position peaked at $219 in Q1 2026.
551 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.