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	–	–	0.08%	159
2024 Q1	$2.46M	Buy	127,021 +15,235	+14%	+$313K	0.08%	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

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

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

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return