Global Financial Private Client’s Columbia Banking Systems COLB Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-23	Closed	-$574	–	502
2025 Q1	$574	Buy	23 +14	+156%	+$373	﹤0.01%	1232
2024 Q4	$243	Buy	+9	New	+$258	﹤0.01%	1190
2020 Q4	–	Sell	-46	Closed	-$1.11K	–	567
2020 Q3	$1.11K	Hold	46	–	–	﹤0.01%	432
2020 Q2	$1.23K	Hold	46	–	–	﹤0.01%	479
2020 Q1	$1.19K	Hold	46	–	–	﹤0.01%	483
2019 Q4	$1.87K	Buy	+46	New	+$1.79K	﹤0.01%	485

Other funds holding COLB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Global Financial Private Client's COLB Position: Q2 2025 in Review

Global Financial Private Client sold out of Columbia Banking Systems (COLB) in Q2 2025, closing a stake of 23 shares — an estimated $574 sold.

Global Financial Private Client first reported a position in COLB in Q4 2019 and held it in 6 quarters. The position peaked at $1.87K in Q4 2019. 410 funds tracked by Wall St. Rank hold COLB as of Q2 2025.

Global Financial Private Client reported no remaining Columbia Banking Systems position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 23 Columbia Banking Systems shares in Q2 2025, an estimated $574.
Global Financial Private Client first reported a position in Columbia Banking Systems in Q4 2019 and held it in 6 quarters.
Global Financial Private Client's Columbia Banking Systems position peaked at $1.87K in Q4 2019.
410 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.