DiNuzzo Private Wealth’s Columbia Banking Systems COLB Stock Holding History

DiNuzzo Private 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 Q3	$1.29K	Hold	45	–	–	﹤0.01%	795
2026 Q2	$1.44K	Hold	45	–	–	﹤0.01%	788
2026 Q1	$1.24K	Hold	45	–	–	﹤0.01%	808
2025 Q4	$1.26K	Buy	45 +13	+41%	+$352	﹤0.01%	810
2025 Q3	$857	Hold	32	–	–	﹤0.01%	926
2025 Q2	$749	Sell	32 -8	-20%	-$185	﹤0.01%	944
2025 Q1	$998	Buy	40 +8	+25%	+$213	﹤0.01%	826
2024 Q4	$865	Buy	32 +5	+19%	+$143	﹤0.01%	896
2024 Q3	$705	Buy	27 +4	+17%	+$95	﹤0.01%	985
2024 Q2	$458	Buy	+23	New	+$437	﹤0.01%	1061

Other funds holding COLB

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

MCM

Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

DiNuzzo Private Wealth's COLB Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Columbia Banking Systems (COLB) position steady in Q3 2026 at 45 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

DiNuzzo Private Wealth first reported a position in COLB in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.44K in Q2 2026. 54 funds tracked by Wall St. Rank hold COLB as of Q3 2026.

DiNuzzo Private Wealth held 45 shares of Columbia Banking Systems worth $1.29K as of Q3 2026.
DiNuzzo Private Wealth left its Columbia Banking Systems share count unchanged in Q3 2026.
Columbia Banking Systems made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #795 holding.
DiNuzzo Private Wealth first reported a position in Columbia Banking Systems in Q2 2024 and has held it in 10 quarters since.
DiNuzzo Private Wealth's Columbia Banking Systems position peaked at $1.44K in Q2 2026.
54 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.