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Elevation Wealth Partners’s Columbia Banking Systems COLB Stock Holding History

Elevation Wealth Partners’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 		$13.8K Buy
431
+346
+407% +$10.3K ﹤0.01% 707
2026
Q1 		$2.33K Buy
85
+69
+431% +$2K ﹤0.01% 877
2025
Q4 		$448 Hold
16
– – ﹤0.01% 914
2025
Q3 		$412 Buy
+16
New +$406 ﹤0.01% 828

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

Elevation Wealth Partners's COLB Position: Q2 2026 in Review

Elevation Wealth Partners increased its Columbia Banking Systems (COLB) stake by 407% in Q2 2026, buying an estimated $10.3K and bringing the position to 431 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

Elevation Wealth Partners first reported a position in COLB in Q3 2025 and has held it in 4 quarters since. 554 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • Elevation Wealth Partners held 431 shares of Columbia Banking Systems worth $13.8K as of Q2 2026.
  • Elevation Wealth Partners bought 346 Columbia Banking Systems shares in Q2 2026, an estimated $10.3K.
  • Columbia Banking Systems made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #707 holding.
  • Elevation Wealth Partners first reported a position in Columbia Banking Systems in Q3 2025 and has held it in 4 quarters since.
  • 554 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.