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EverSource Wealth Advisors’s Columbia Banking Systems COLB Stock Holding History

EverSource Wealth Advisors’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 		$571K Sell
17,830
-2,457
-12% -$73K 0.02% 519
2026
Q1 		$556K Buy
20,287
+1,041
+5% +$30.1K 0.02% 561
2025
Q4 		$538K Sell
19,246
-305
-2% -$8.26K 0.02% 519
2025
Q3 		$503K Buy
19,551
+1,226
+7% +$31.1K 0.02% 503
2025
Q2 		$428K Buy
18,325
+1,286
+8% +$29.8K 0.02% 518
2025
Q1 		$425K Buy
17,039
+134
+0.8% +$3.57K 0.02% 424
2024
Q4 		$457K Buy
16,905
+59
+0.4% +$1.69K 0.03% 395
2024
Q3 		$440K Hold
16,846
– – 0.03% 354
2024
Q2 		$441K Sell
16,846
-22
-0.1% -$418 0.03% 343
2024
Q1 		$317K Buy
16,868
+16,741
+13,182% +$344K 0.02% 362
2023
Q4 		$3.39K Sell
127
-1,287
-91% -$28.6K ﹤0.01% 2007
2023
Q3 		$28.7K Buy
1,414
+1,326
+1,507% +$27.7K ﹤0.01% 999
2023
Q2 		$1.78K Sell
88
-127
-59% -$2.68K ﹤0.01% 2062
2023
Q1 		$4.61K Sell
215
-486
-69% -$13.5K ﹤0.01% 1668
2022
Q4 		$21.1K Hold
701
– – ﹤0.01% 1051
2022
Q3 		$20K Hold
701
– – ﹤0.01% 899
2022
Q2 		$20K Buy
701
+372
+113% +$11K 0.01% 824
2022
Q1 		$10K Buy
+329
New +$11.5K ﹤0.01% 961

Other funds holding COLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

EverSource Wealth Advisors's COLB Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Columbia Banking Systems (COLB) stake by 12% in Q2 2026, selling an estimated $73K and leaving 17,830 shares worth $571K. The position accounts for 0.02% of the portfolio, ranked #519.

EverSource Wealth Advisors first reported a position in COLB in Q1 2022 and has held it in 18 quarters since. 551 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • EverSource Wealth Advisors held 17,830 shares of Columbia Banking Systems worth $571K as of Q2 2026.
  • EverSource Wealth Advisors sold 2,457 Columbia Banking Systems shares in Q2 2026, an estimated $73K.
  • Columbia Banking Systems made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #519 holding.
  • EverSource Wealth Advisors first reported a position in Columbia Banking Systems in Q1 2022 and has held it in 18 quarters since.
  • 551 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.