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Impact Partnership Wealth’s Columbia Banking Systems COLB Stock Holding History

Impact Partnership Wealth’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 		$226K Buy
+7,039
New +$209K 0.02% 397
2024
Q2 		– Sell
-10,261
Closed -$199K – 301
2024
Q1 		$199K Buy
10,261
+736
+8% +$15.1K 0.08% 174
2023
Q4 		$254K Buy
9,525
+2,400
+34% +$53.3K 0.09% 141
2023
Q3 		$145K Buy
+7,125
New +$149K 0.05% 234

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

Impact Partnership Wealth's COLB Position: Q2 2026 in Review

Impact Partnership Wealth opened a new position in Columbia Banking Systems (COLB) in Q2 2026: 7,039 shares worth $226K. The stake represents 0.02% of the portfolio and ranks #397 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in COLB as recently as Q1 2024.

Impact Partnership Wealth first reported a position in COLB in Q3 2023 and has held it in 4 quarters since. The position peaked at $254K in Q4 2023. 555 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • Impact Partnership Wealth held 7,039 shares of Columbia Banking Systems worth $226K as of Q2 2026.
  • Columbia Banking Systems was a new Impact Partnership Wealth position in Q2 2026.
  • Columbia Banking Systems made up 0.02% of Impact Partnership Wealth's portfolio in Q2 2026, its #397 holding.
  • Impact Partnership Wealth first reported a position in Columbia Banking Systems in Q3 2023 and has held it in 4 quarters since.
  • Impact Partnership Wealth's Columbia Banking Systems position peaked at $254K in Q4 2023.
  • 555 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.