CI
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CX Institutional’s Columbia Banking Systems COLB Stock Holding History

CX Institutional’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
Q3 		$23K Buy
816
+17
+2% +$527 ﹤0.01% 1196
2026
Q2 		$26K Buy
799
+4
+0.5% +$119 ﹤0.01% 1109
2026
Q1 		$22K Buy
+795
New +$23K ﹤0.01% 1107

Other funds holding COLB

CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

CX Institutional's COLB Position: Q3 2026 in Review

CX Institutional increased its Columbia Banking Systems (COLB) stake by 2.1% in Q3 2026, buying an estimated $527 and bringing the position to 816 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

CX Institutional first reported a position in COLB in Q1 2026 and has held it in 3 quarters since. The position peaked at $26K in Q2 2026. 16 funds tracked by Wall St. Rank hold COLB as of Q3 2026.

  • CX Institutional held 816 shares of Columbia Banking Systems worth $23K as of Q3 2026.
  • CX Institutional bought 17 Columbia Banking Systems shares in Q3 2026, an estimated $527.
  • Columbia Banking Systems made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1196 holding.
  • CX Institutional first reported a position in Columbia Banking Systems in Q1 2026 and has held it in 3 quarters since.
  • CX Institutional's Columbia Banking Systems position peaked at $26K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.