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Essex Financial Services’s Columbia Banking Systems COLB Stock Holding History

Essex Financial Services’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 		$692K Sell
21,606
-815
-4% -$24.2K 0.03% 399
2026
Q1 		$615K Sell
22,421
-806
-3% -$23.3K 0.03% 402
2025
Q4 		$649K Sell
23,227
-702
-3% -$19K 0.04% 383
2025
Q3 		$616K Buy
23,929
+1,666
+7% +$42.3K 0.04% 374
2025
Q2 		$521K Sell
22,263
-599
-3% -$13.9K 0.03% 397
2025
Q1 		$570K Sell
22,862
-843
-4% -$22.5K 0.04% 351
2024
Q4 		$640K Sell
23,705
-277
-1% -$7.94K 0.05% 325
2024
Q3 		$649K Sell
23,982
-558
-2% -$13.3K 0.05% 325
2024
Q2 		$576K Buy
24,540
+4,960
+25% +$94.3K 0.04% 347
2024
Q1 		$379K Buy
19,580
+725
+4% +$14.9K 0.03% 377
2023
Q4 		$503K Buy
18,855
+1,585
+9% +$35.2K 0.05% 304
2023
Q3 		$351K Buy
17,270
+1,055
+7% +$22K 0.04% 348
2023
Q2 		$329K Sell
16,215
-2,113
-12% -$44.6K 0.04% 345
2023
Q1 		$393K Buy
+18,328
New +$509K 0.04% 331

Other funds holding COLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Essex Financial Services's COLB Position: Q2 2026 in Review

Essex Financial Services reduced its Columbia Banking Systems (COLB) stake by 3.6% in Q2 2026, selling an estimated $24.2K and leaving 21,606 shares worth $692K. The position accounts for 0.03% of the portfolio, ranked #399.

Essex Financial Services first reported a position in COLB in Q1 2023 and has held it in 14 quarters since. 370 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • Essex Financial Services held 21,606 shares of Columbia Banking Systems worth $692K as of Q2 2026.
  • Essex Financial Services sold 815 Columbia Banking Systems shares in Q2 2026, an estimated $24.2K.
  • Columbia Banking Systems made up 0.03% of Essex Financial Services's portfolio in Q2 2026, its #399 holding.
  • Essex Financial Services first reported a position in Columbia Banking Systems in Q1 2023 and has held it in 14 quarters since.
  • 370 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.