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Focus Partners Advisor Solutions’s Columbia Banking Systems COLB Stock Holding History

Focus Partners Advisor Solutions’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
Q4 		– Sell
-8,717
Closed -$231K – 1125
2025
Q3 		$231K Buy
+8,717
New +$221K ﹤0.01% 1010
2025
Q2 		– Sell
-75,319
Closed -$1.88M – 1114
2025
Q1 		$1.88M Buy
75,319
+908
+1% +$24.2K 0.03% 267
2024
Q4 		$2.01M Sell
74,411
-4,311
-5% -$124K 0.03% 225
2024
Q3 		$2.06M Buy
78,722
+160
+0.2% +$3.81K 0.04% 196
2024
Q2 		$1.56M Buy
+78,562
New +$1.49M 0.04% 193

Other funds holding COLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return