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Equitable Trust’s Columbia Banking Systems COLB Stock Holding History

Equitable Trust’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 		$304K Hold
10,634
– – 0.01% 388
2026
Q2 		$341K Hold
10,634
– – 0.01% 373
2026
Q1 		$292K Buy
10,634
+2,133
+25% +$61.7K 0.01% 410
2025
Q4 		$238K Sell
8,501
-3,025
-26% -$81.9K 0.01% 410
2025
Q3 		$297K Buy
+11,526
New +$293K 0.01% 388

Other funds holding COLB

ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Capital Advisors Wealth Management
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Mengis Capital Management
Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Equitable Trust's COLB Position: Q3 2026 in Review

Equitable Trust held its Columbia Banking Systems (COLB) position steady in Q3 2026 at 10,634 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #388.

Equitable Trust first reported a position in COLB in Q3 2025 and has held it in 5 quarters since. The position peaked at $341K in Q2 2026. 56 funds tracked by Wall St. Rank hold COLB as of Q3 2026.

  • Equitable Trust held 10,634 shares of Columbia Banking Systems worth $304K as of Q3 2026.
  • Equitable Trust left its Columbia Banking Systems share count unchanged in Q3 2026.
  • Columbia Banking Systems made up 0.01% of Equitable Trust's portfolio in Q3 2026, its #388 holding.
  • Equitable Trust first reported a position in Columbia Banking Systems in Q3 2025 and has held it in 5 quarters since.
  • Equitable Trust's Columbia Banking Systems position peaked at $341K in Q2 2026.
  • 56 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.