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GDS Wealth Management’s Columbia Banking Systems COLB Stock Holding History

GDS Wealth 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 		$201K Hold
7,335
– – 0.01% 196
2025
Q4 		$205K Buy
+7,335
New +$199K 0.01% 184

Other funds holding COLB

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

GDS Wealth Management's COLB Position: Q1 2026 in Review

GDS Wealth Management held its Columbia Banking Systems (COLB) position steady in Q1 2026 at 7,335 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #196.

GDS Wealth Management first reported a position in COLB in Q4 2025 and has held it in 2 quarters since. The position peaked at $205K in Q4 2025. 524 funds tracked by Wall St. Rank hold COLB as of Q1 2026.

  • GDS Wealth Management held 7,335 shares of Columbia Banking Systems worth $201K as of Q1 2026.
  • GDS Wealth Management left its Columbia Banking Systems share count unchanged in Q1 2026.
  • Columbia Banking Systems made up 0.01% of GDS Wealth Management's portfolio in Q1 2026, its #196 holding.
  • GDS Wealth Management first reported a position in Columbia Banking Systems in Q4 2025 and has held it in 2 quarters since.
  • GDS Wealth Management's Columbia Banking Systems position peaked at $205K in Q4 2025.
  • 524 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q1 2026.

Based on GDS Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.