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Encompass Wealth Advisors’s Columbia Banking Systems COLB Stock Holding History

Encompass Wealth Advisors’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 		$212K Buy
+6,625
New +$197K 0.06% 107
2023
Q1 		– Sell
-7,119
Closed -$214K – 282
2022
Q4 		$214K Hold
7,119
– – 0.08% 184
2022
Q3 		$206K Hold
7,119
– – 0.08% 188
2022
Q2 		$204K Sell
7,119
-1,891
-21% -$55.7K 0.07% 191
2022
Q1 		$291K Buy
9,010
+1,991
+28% +$69.8K 0.07% 179
2021
Q4 		$230K Hold
7,019
– – 0.06% 206
2021
Q3 		$266K Sell
7,019
-109
-2% -$3.89K 0.07% 189
2021
Q2 		$274K Buy
7,128
+1
+0% +$42 0.07% 194
2021
Q1 		$314K Buy
7,127
+400
+6% +$17.4K 0.08% 177
2020
Q4 		$242K Buy
+6,727
New +$209K 0.14% 95

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

Encompass Wealth Advisors's COLB Position: Q2 2026 in Review

Encompass Wealth Advisors opened a new position in Columbia Banking Systems (COLB) in Q2 2026: 6,625 shares worth $212K. The stake represents 0.06% of the portfolio and ranks #107 among its holdings. This is a return to the name: Encompass Wealth Advisors previously reported a position in COLB as recently as Q4 2022.

Encompass Wealth Advisors first reported a position in COLB in Q4 2020 and has held it in 10 quarters since. The position peaked at $314K in Q1 2021. 555 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • Encompass Wealth Advisors held 6,625 shares of Columbia Banking Systems worth $212K as of Q2 2026.
  • Columbia Banking Systems was a new Encompass Wealth Advisors position in Q2 2026.
  • Columbia Banking Systems made up 0.06% of Encompass Wealth Advisors's portfolio in Q2 2026, its #107 holding.
  • Encompass Wealth Advisors first reported a position in Columbia Banking Systems in Q4 2020 and has held it in 10 quarters since.
  • Encompass Wealth Advisors's Columbia Banking Systems position peaked at $314K in Q1 2021.
  • 555 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.