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Financial Harvest’s Columbia Banking Systems COLB Stock Holding History

Financial Harvest’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
Q2 		– Sell
-2,117
Closed -$404K – 61
2025
Q1 		$404K Buy
+2,117
New +$56.4K 0.33% 30

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Harvest's COLB Position: Q2 2025 in Review

Financial Harvest sold out of Columbia Banking Systems (COLB) in Q2 2025, closing a stake of 2,117 shares — an estimated $404K sold.

Financial Harvest first reported a position in COLB in Q1 2025 and held it in 1 quarter. The position peaked at $404K in Q1 2025. 410 funds tracked by Wall St. Rank hold COLB as of Q2 2025.

  • Financial Harvest reported no remaining Columbia Banking Systems position as of Q2 2025 after selling out during the quarter.
  • Financial Harvest sold 2,117 Columbia Banking Systems shares in Q2 2025, an estimated $404K.
  • Financial Harvest first reported a position in Columbia Banking Systems in Q1 2025 and held it in 1 quarter.
  • Financial Harvest's Columbia Banking Systems position peaked at $404K in Q1 2025.
  • 410 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2025.

Based on Financial Harvest's 13F filing for Q2 2025, filed 14 Jul 2025.