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

Dakota 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 		$675K Sell
21,055
-1,101
-5% -$32.7K 0.01% 515
2026
Q1 		$608K Sell
22,156
-3,268
-13% -$94.5K 0.01% 507
2025
Q4 		$711K Sell
25,424
-589
-2% -$15.9K 0.01% 479
2025
Q3 		$670K Buy
26,013
+3,891
+18% +$98.8K 0.01% 430
2025
Q2 		$517K Sell
22,122
-230
-1% -$5.33K 0.01% 506
2025
Q1 		$557K Sell
22,352
-406
-2% -$10.8K 0.01% 491
2024
Q4 		$615K Sell
22,758
-640
-3% -$18.4K 0.01% 467
2024
Q3 		$611K Sell
23,398
-1,288
-5% -$30.7K 0.01% 474
2024
Q2 		$491K Sell
24,686
-660
-3% -$12.5K 0.01% 512
2024
Q1 		$490K Buy
+25,346
New +$521K 0.01% 503

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

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

Dakota Wealth Management reduced its Columbia Banking Systems (COLB) stake by 5% in Q2 2026, selling an estimated $32.7K and leaving 21,055 shares worth $675K. The position accounts for 0.01% of the portfolio, ranked #515.

Dakota Wealth Management first reported a position in COLB in Q1 2024 and has held it in 10 quarters since. The position peaked at $711K in Q4 2025. 551 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • Dakota Wealth Management held 21,055 shares of Columbia Banking Systems worth $675K as of Q2 2026.
  • Dakota Wealth Management sold 1,101 Columbia Banking Systems shares in Q2 2026, an estimated $32.7K.
  • Columbia Banking Systems made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #515 holding.
  • Dakota Wealth Management first reported a position in Columbia Banking Systems in Q1 2024 and has held it in 10 quarters since.
  • Dakota Wealth Management's Columbia Banking Systems position peaked at $711K in Q4 2025.
  • 551 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

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