FFM
COLB icon

Forum Financial Management’s Columbia Banking Systems COLB Stock Holding History

Forum Financial Management’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
Q1 		– Sell
-13,785
Closed -$385K – 478
2025
Q4 		$385K Buy
13,785
+1,000
+8% +$27.1K 0.01% 618
2025
Q3 		$329K Buy
12,785
+3,680
+40% +$93.5K ﹤0.01% 685
2025
Q2 		$213K Buy
+9,105
New +$211K ﹤0.01% 875
2025
Q1 		– Sell
-7,713
Closed -$208K – 877
2024
Q4 		$208K Buy
+7,713
New +$221K ﹤0.01% 830

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Forum Financial Management's COLB Position: Q1 2026 in Review

Forum Financial Management sold out of Columbia Banking Systems (COLB) in Q1 2026, closing a stake of 13,785 shares — an estimated $385K sold.

Forum Financial Management first reported a position in COLB in Q4 2024 and held it in 4 quarters. The position peaked at $385K in Q4 2025. 526 funds tracked by Wall St. Rank hold COLB as of Q1 2026.

  • Forum Financial Management reported no remaining Columbia Banking Systems position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 13,785 Columbia Banking Systems shares in Q1 2026, an estimated $385K.
  • Forum Financial Management first reported a position in Columbia Banking Systems in Q4 2024 and held it in 4 quarters.
  • Forum Financial Management's Columbia Banking Systems position peaked at $385K in Q4 2025.
  • 526 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.