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Davidson Investment Advisors’s Columbia Banking Systems COLB Stock Holding History

Davidson Investment Advisors’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
-8,800
Closed -$219K – 122
2025
Q1 		$219K Hold
8,800
– – 0.01% 117
2024
Q4 		$238K Sell
8,800
-453,536
-98% -$13M 0.01% 117
2024
Q3 		$12.1M Buy
462,336
+1,825
+0.4% +$43.5K 0.58% 72
2024
Q2 		$9.16M Sell
460,511
-6,561
-1% -$125K 0.47% 77
2024
Q1 		$9.04M Buy
467,072
+547
+0.1% +$11.3K 0.47% 79
2023
Q4 		$12.4M Sell
466,525
-137,878
-23% -$3.06M 0.71% 64
2023
Q3 		$12.3M Buy
604,403
+74,035
+14% +$1.54M 0.78% 59
2023
Q2 		$10.8M Sell
530,368
-74,476
-12% -$1.57M 0.68% 69
2023
Q1 		$13M Buy
604,844
+32,385
+6% +$899K 0.85% 60
2022
Q4 		$17.2M Sell
572,459
-23,705
-4% -$753K 1.34% 22
2022
Q3 		$17.2M Buy
596,164
+17,809
+3% +$537K 1.45% 16
2022
Q2 		$16.6M Buy
578,355
+199,620
+53% +$5.88M 1.41% 21
2022
Q1 		$12.2M Buy
378,735
+102,025
+37% +$3.58M 0.89% 56
2021
Q4 		$9.05M Buy
+276,710
New +$9.59M 0.65% 67

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

Davidson Investment Advisors's COLB Position: Q2 2025 in Review

Davidson Investment Advisors sold out of Columbia Banking Systems (COLB) in Q2 2025, closing a stake of 8,800 shares — an estimated $219K sold.

Davidson Investment Advisors first reported a position in COLB in Q4 2021 and held it in 14 quarters. The position peaked at $17.2M in Q4 2022. 410 funds tracked by Wall St. Rank hold COLB as of Q2 2025.

  • Davidson Investment Advisors reported no remaining Columbia Banking Systems position as of Q2 2025 after selling out during the quarter.
  • Davidson Investment Advisors sold 8,800 Columbia Banking Systems shares in Q2 2025, an estimated $219K.
  • Davidson Investment Advisors first reported a position in Columbia Banking Systems in Q4 2021 and held it in 14 quarters.
  • Davidson Investment Advisors's Columbia Banking Systems position peaked at $17.2M in Q4 2022.
  • 410 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2025.

Based on Davidson Investment Advisors's 13F filing for Q2 2025, filed 28 Jul 2025.