EWM
COLB icon

Empirical Wealth Management’s Columbia Banking Systems COLB Stock Holding History

Empirical Wealth Management’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 		$5.05M Buy
+157,722
New +$4.68M 0.07% 157
2025
Q1 		– Sell
-127,021
Closed -$3.43M – 665
2024
Q4 		$3.43M Hold
127,021
– – 0.09% 143
2024
Q3 		$3.32M Hold
127,021
– – 0.09% 147
2024
Q2 		$2.53M Hold
127,021
– – 0.07% 159
2024
Q1 		$2.46M Buy
127,021
+15,235
+14% +$313K 0.07% 158
2023
Q4 		$2.98M Hold
111,786
– – 0.1% 132
2023
Q3 		$2.27M Hold
111,786
– – 0.09% 149
2023
Q2 		$2.27M Buy
111,786
+13,117
+13% +$277K 0.09% 144
2023
Q1 		$2.11M Buy
+98,669
New +$2.74M 0.09% 134

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

Empirical Wealth Management's COLB Position: Q2 2026 in Review

Empirical Wealth Management opened a new position in Columbia Banking Systems (COLB) in Q2 2026: 157,722 shares worth $5.05M. The stake represents 0.07% of the portfolio and ranks #157 among its holdings. This is a return to the name: Empirical Wealth Management previously reported a position in COLB as recently as Q4 2024.

Empirical Wealth Management first reported a position in COLB in Q1 2023 and has held it in 9 quarters since. 554 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • Empirical Wealth Management held 157,722 shares of Columbia Banking Systems worth $5.05M as of Q2 2026.
  • Columbia Banking Systems was a new Empirical Wealth Management position in Q2 2026.
  • Columbia Banking Systems made up 0.07% of Empirical Wealth Management's portfolio in Q2 2026, its #157 holding.
  • Empirical Wealth Management first reported a position in Columbia Banking Systems in Q1 2023 and has held it in 9 quarters since.
  • 554 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.