EPW
COLB icon

Evergreen Private Wealth’s Columbia Banking Systems COLB Stock Holding History

Evergreen Private Wealth’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
2025
Q3 		– Sell
-163
Closed -$3.81K – 251
2025
Q2 		$3.81K Buy
+163
New +$3.78K ﹤0.01% 202

Other funds holding COLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Evergreen Private Wealth's COLB Position: Q3 2025 in Review

Evergreen Private Wealth sold out of Columbia Banking Systems (COLB) in Q3 2025, closing a stake of 163 shares — an estimated $3.81K sold.

Evergreen Private Wealth first reported a position in COLB in Q2 2025 and held it in 1 quarter. The position peaked at $3.81K in Q2 2025. 474 funds tracked by Wall St. Rank hold COLB as of Q3 2025.

  • Evergreen Private Wealth reported no remaining Columbia Banking Systems position as of Q3 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 163 Columbia Banking Systems shares in Q3 2025, an estimated $3.81K.
  • Evergreen Private Wealth first reported a position in Columbia Banking Systems in Q2 2025 and held it in 1 quarter.
  • Evergreen Private Wealth's Columbia Banking Systems position peaked at $3.81K in Q2 2025.
  • 474 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q3 2025.

Based on Evergreen Private Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.