BFC Planning, Inc.’s Columbia Banking Systems COLB Stock Holding History

BFC Planning, Inc.’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	$39.5K	Buy	+1,231	New	+$36.6K	﹤0.01%	1671

Other funds holding COLB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

BFC Planning, Inc.'s COLB Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in Columbia Banking Systems (COLB) in Q2 2026: 1,231 shares worth $39.5K. The stake represents ﹤0.01% of the portfolio and ranks #1671 among its holdings.

560 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

BFC Planning, Inc. held 1,231 shares of Columbia Banking Systems worth $39.5K as of Q2 2026.
Columbia Banking Systems was a new BFC Planning, Inc. position in Q2 2026.
Columbia Banking Systems made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1671 holding.
560 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.