Evercore Wealth Management’s Columbia Banking Systems COLB Stock Holding History

Evercore Wealth Management’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	$277K	Hold	8,647	–	–	﹤0.01%	348
2026 Q1	$237K	Hold	8,647	–	–	﹤0.01%	364
2025 Q4	$242K	Hold	8,647	–	–	﹤0.01%	368
2025 Q3	$223K	Hold	8,647	–	–	﹤0.01%	384
2025 Q2	$202K	Hold	8,647	–	–	﹤0.01%	394
2025 Q1	$216K	Hold	8,647	–	–	﹤0.01%	386
2024 Q4	$234K	Hold	8,647	–	–	﹤0.01%	381
2024 Q3	$226K	Buy	+8,647	New	+$206K	﹤0.01%	383
2024 Q1	–	Sell	-8,647	Closed	-$231K	–	424
2023 Q4	$231K	Buy	+8,647	New	+$192K	﹤0.01%	388
2023 Q1	–	Sell	-8,647	Closed	-$261K	–	408
2022 Q4	$261K	Hold	8,647	–	–	0.01%	341
2022 Q3	$250K	Hold	8,647	–	–	0.01%	341
2022 Q2	$248K	Hold	8,647	–	–	0.01%	345
2022 Q1	$279K	Hold	8,647	–	–	﹤0.01%	365
2021 Q4	$283K	Hold	8,647	–	–	﹤0.01%	368
2021 Q3	$328K	Hold	8,647	–	–	0.01%	345
2021 Q2	$333K	Sell	8,647 -13	-0.2%	-$552	0.01%	349
2021 Q1	$373K	Buy	8,660 +13	+0.2%	+$567	0.01%	334
2020 Q4	$310K	Hold	8,647	–	–	0.01%	354
2020 Q3	$206K	Hold	8,647	–	–	0.01%	362
2020 Q2	$245K	Hold	8,647	–	–	0.01%	331
2020 Q1	$232K	Hold	8,647	–	–	0.01%	324
2019 Q4	$352K	Hold	8,647	–	–	0.01%	326
2019 Q3	$319K	Hold	8,647	–	–	0.01%	330
2019 Q2	$313K	Hold	8,647	–	–	0.01%	333
2019 Q1	$283K	Hold	8,647	–	–	0.01%	339
2018 Q4	$314K	Sell	8,647 -92	-1%	-$3.44K	0.01%	303
2018 Q3	$339K	Hold	8,739	–	–	0.01%	326
2018 Q2	$357K	Buy	8,739 +92	+1%	+$3.93K	0.01%	307
2018 Q1	$363K	Hold	8,647	–	–	0.01%	278
2017 Q4	$376K	Buy	+8,647	New	+$377K	0.01%	284

Other funds holding COLB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Evercore Wealth Management's COLB Position: Q2 2026 in Review

Evercore Wealth Management held its Columbia Banking Systems (COLB) position steady in Q2 2026 at 8,647 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Evercore Wealth Management first reported a position in COLB in Q4 2017 and has held it in 30 quarters since. The position peaked at $376K in Q4 2017. 551 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

Evercore Wealth Management held 8,647 shares of Columbia Banking Systems worth $277K as of Q2 2026.
Evercore Wealth Management left its Columbia Banking Systems share count unchanged in Q2 2026.
Columbia Banking Systems made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #348 holding.
Evercore Wealth Management first reported a position in Columbia Banking Systems in Q4 2017 and has held it in 30 quarters since.
Evercore Wealth Management's Columbia Banking Systems position peaked at $376K in Q4 2017.
551 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.