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

EP 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 		$2.08M Buy
64,751
+263
+0.4% +$7.81K 0.01% 566
2026
Q1 		$1.77M Sell
64,488
-2,192
-3% -$63.4K 0.01% 503
2025
Q4 		$1.86M Buy
+66,680
New +$1.81M 0.01% 462
2025
Q2 		$697K Buy
29,791
+12,489
+72% +$290K ﹤0.01% 659
2025
Q1 		$432K Buy
17,302
+5,408
+45% +$144K ﹤0.01% 759
2024
Q4 		$321K Sell
11,894
-3,053
-20% -$87.6K ﹤0.01% 846
2024
Q3 		$390K Buy
+14,947
New +$356K ﹤0.01% 770

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

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

EP Wealth Advisors increased its Columbia Banking Systems (COLB) stake by 0.41% in Q2 2026, buying an estimated $7.81K and bringing the position to 64,751 shares worth $2.08M. The position accounts for 0.01% of the portfolio, ranked #566.

EP Wealth Advisors first reported a position in COLB in Q3 2024 and has held it in 7 quarters since. 551 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • EP Wealth Advisors held 64,751 shares of Columbia Banking Systems worth $2.08M as of Q2 2026.
  • EP Wealth Advisors bought 263 Columbia Banking Systems shares in Q2 2026, an estimated $7.81K.
  • Columbia Banking Systems made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #566 holding.
  • EP Wealth Advisors first reported a position in Columbia Banking Systems in Q3 2024 and has held it in 7 quarters since.
  • 551 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.