Elevation Wealth Partners
COLB icon

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
Q3 		$38.7K Buy
1,352
+921
+214% +$28.6K 0.01% 463
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

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Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Elevation Wealth Partners's COLB Position: Q3 2026 in Review

Elevation Wealth Partners increased its Columbia Banking Systems (COLB) stake by 214% in Q3 2026, buying an estimated $28.6K and bringing the position to 1,352 shares worth $38.7K. The position accounts for 0.01% of the portfolio, ranked #463.

Elevation Wealth Partners first reported a position in COLB in Q3 2025 and has held it in 5 quarters since. 200 funds tracked by Wall St. Rank hold COLB as of Q3 2026.

  • Elevation Wealth Partners held 1,352 shares of Columbia Banking Systems worth $38.7K as of Q3 2026.
  • Elevation Wealth Partners bought 921 Columbia Banking Systems shares in Q3 2026, an estimated $28.6K.
  • Columbia Banking Systems made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #463 holding.
  • Elevation Wealth Partners first reported a position in Columbia Banking Systems in Q3 2025 and has held it in 5 quarters since.
  • 200 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.