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

Evolve 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
2026
Q2 		$854K Sell
26,642
-4,017
-13% -$119K 0.05% 328
2026
Q1 		$841K Sell
30,659
-3,556
-10% -$103K 0.04% 379
2025
Q4 		$956K Buy
+34,215
New +$926K 0.06% 306

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

Evolve Private Wealth's COLB Position: Q2 2026 in Review

Evolve Private Wealth reduced its Columbia Banking Systems (COLB) stake by 13% in Q2 2026, selling an estimated $119K and leaving 26,642 shares worth $854K. The position accounts for 0.05% of the portfolio, ranked #328.

Evolve Private Wealth first reported a position in COLB in Q4 2025 and has held it in 3 quarters since. The position peaked at $956K in Q4 2025. 551 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • Evolve Private Wealth held 26,642 shares of Columbia Banking Systems worth $854K as of Q2 2026.
  • Evolve Private Wealth sold 4,017 Columbia Banking Systems shares in Q2 2026, an estimated $119K.
  • Columbia Banking Systems made up 0.05% of Evolve Private Wealth's portfolio in Q2 2026, its #328 holding.
  • Evolve Private Wealth first reported a position in Columbia Banking Systems in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Columbia Banking Systems position peaked at $956K in Q4 2025.
  • 551 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.