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Golden State Wealth Management’s Columbia Banking Systems COLB Stock Holding History

Golden State 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
Q2 		$215K Sell
6,693
-325
-5% -$9.65K 0.02% 407
2026
Q1 		$193K Hold
7,018
– – 0.02% 389
2025
Q4 		$196K Sell
7,018
-2,372
-25% -$64.2K 0.02% 395
2025
Q3 		$242K Buy
+9,390
New +$238K 0.03% 351

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

Golden State Wealth Management's COLB Position: Q2 2026 in Review

Golden State Wealth Management reduced its Columbia Banking Systems (COLB) stake by 4.6% in Q2 2026, selling an estimated $9.65K and leaving 6,693 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #407.

Golden State Wealth Management first reported a position in COLB in Q3 2025 and has held it in 4 quarters since. The position peaked at $242K in Q3 2025. 551 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • Golden State Wealth Management held 6,693 shares of Columbia Banking Systems worth $215K as of Q2 2026.
  • Golden State Wealth Management sold 325 Columbia Banking Systems shares in Q2 2026, an estimated $9.65K.
  • Columbia Banking Systems made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #407 holding.
  • Golden State Wealth Management first reported a position in Columbia Banking Systems in Q3 2025 and has held it in 4 quarters since.
  • Golden State Wealth Management's Columbia Banking Systems position peaked at $242K in Q3 2025.
  • 551 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.