Essential Partners’s Columbia Banking Systems COLB Stock Holding History

Essential Partners’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	$2.77K	Buy	97 +22	+29%	+$682	﹤0.01%	1788
2026 Q2	$2.4K	Sell	75 -5,729	-99%	-$170K	﹤0.01%	1899
2026 Q1	$159K	Sell	5,804 -25	-0.4%	-$723	0.05%	322
2025 Q4	$163K	Buy	5,829 +92	+2%	+$2.49K	0.05%	357
2025 Q3	$148K	Buy	5,737 +5,706	+18,406%	+$145K	0.05%	369
2025 Q2	$725	Buy	+31	New	+$719	﹤0.01%	1589

Other funds holding COLB

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Essential Partners's COLB Position: Q3 2026 in Review

Essential Partners increased its Columbia Banking Systems (COLB) stake by 29% in Q3 2026, buying an estimated $682 and bringing the position to 97 shares worth $2.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1788.

Essential Partners first reported a position in COLB in Q2 2025 and has held it in 6 quarters since. The position peaked at $163K in Q4 2025. 96 funds tracked by Wall St. Rank hold COLB as of Q3 2026.

Essential Partners held 97 shares of Columbia Banking Systems worth $2.77K as of Q3 2026.
Essential Partners bought 22 Columbia Banking Systems shares in Q3 2026, an estimated $682.
Columbia Banking Systems made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1788 holding.
Essential Partners first reported a position in Columbia Banking Systems in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Columbia Banking Systems position peaked at $163K in Q4 2025.
96 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.