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 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

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return