Evergreen Capital Management’s Columbia Banking Systems COLB Stock Holding History

Evergreen Capital 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	$791K	Buy	24,686 +10,677	+76%	+$317K	0.01%	647
2026 Q1	$384K	Sell	14,009 -36,041	-72%	-$1.04M	0.01%	954
2025 Q4	$1.4M	Buy	50,050 +38,674	+340%	+$1.05M	0.03%	379
2025 Q3	$293K	Sell	11,376 -2,408	-17%	-$61.2K	0.01%	994
2025 Q2	$322K	Sell	13,784 -1,489	-10%	-$34.5K	0.01%	769
2025 Q1	$381K	Buy	15,273 +4,526	+42%	+$121K	0.01%	620
2024 Q4	$290K	Buy	10,747 +743	+7%	+$21.3K	0.01%	753
2024 Q3	$261K	Buy	+10,004	New	+$238K	0.01%	782
2024 Q1	–	Sell	-20,720	Closed	-$553K	–	884
2023 Q4	$553K	Buy	20,720 +6,460	+45%	+$144K	0.02%	400
2023 Q3	$289K	Buy	+14,260	New	+$298K	0.01%	569
2023 Q2	–	Sell	-13,594	Closed	-$291K	–	806
2023 Q1	$291K	Buy	+13,594	New	+$378K	0.01%	521
2013 Q4	–	Sell	-21,200	Closed	-$524K	–	103
2013 Q3	$524K	Hold	21,200	–	–	0.08%	98
2013 Q2	$505K	Buy	+21,200	New	+$459K	0.08%	102

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

Evergreen Capital Management's COLB Position: Q2 2026 in Review

Evergreen Capital Management increased its Columbia Banking Systems (COLB) stake by 76% in Q2 2026, buying an estimated $317K and bringing the position to 24,686 shares worth $791K. The position accounts for 0.01% of the portfolio, ranked #647.

Evergreen Capital Management first reported a position in COLB in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.4M in Q4 2025. 551 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

Evergreen Capital Management held 24,686 shares of Columbia Banking Systems worth $791K as of Q2 2026.
Evergreen Capital Management bought 10,677 Columbia Banking Systems shares in Q2 2026, an estimated $317K.
Columbia Banking Systems made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #647 holding.
Evergreen Capital Management first reported a position in Columbia Banking Systems in Q2 2013 and has held it in 13 quarters since.
Evergreen Capital Management's Columbia Banking Systems position peaked at $1.4M in Q4 2025.
551 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.