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GeoWealth Management’s Columbia Banking Systems COLB Stock Holding History

GeoWealth 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
2025
Q1 		– Sell
-1,017
Closed -$27.5K – 1212
2024
Q4 		$27.5K Hold
1,017
– – ﹤0.01% 1304
2024
Q3 		$26.6K Buy
+1,017
New +$24.2K ﹤0.01% 1228

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GeoWealth Management's COLB Position: Q1 2025 in Review

GeoWealth Management sold out of Columbia Banking Systems (COLB) in Q1 2025, closing a stake of 1,017 shares — an estimated $27.5K sold.

GeoWealth Management first reported a position in COLB in Q3 2024 and held it in 2 quarters. The position peaked at $27.5K in Q4 2024. 398 funds tracked by Wall St. Rank hold COLB as of Q1 2025.

  • GeoWealth Management reported no remaining Columbia Banking Systems position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 1,017 Columbia Banking Systems shares in Q1 2025, an estimated $27.5K.
  • GeoWealth Management first reported a position in Columbia Banking Systems in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Columbia Banking Systems position peaked at $27.5K in Q4 2024.
  • 398 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.