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Independent Financial Group’s Columbia Banking Systems COLB Stock Holding History

Independent Financial Group’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 		$249K Sell
7,760
-162
-2% -$4.81K ﹤0.01% 1359
2026
Q1 		$217K Buy
7,922
+18
+0.2% +$520 ﹤0.01% 1341
2025
Q4 		$221K Hold
7,904
– – ﹤0.01% 1300
2025
Q3 		$203K Buy
+7,904
New +$201K ﹤0.01% 1285
2025
Q1 		– Sell
-7,440
Closed -$201K – 1196
2024
Q4 		$201K Buy
+7,440
New +$213K 0.01% 1102

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

Independent Financial Group's COLB Position: Q2 2026 in Review

Independent Financial Group reduced its Columbia Banking Systems (COLB) stake by 2% in Q2 2026, selling an estimated $4.81K and leaving 7,760 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

Independent Financial Group first reported a position in COLB in Q4 2024 and has held it in 5 quarters since. 551 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • Independent Financial Group held 7,760 shares of Columbia Banking Systems worth $249K as of Q2 2026.
  • Independent Financial Group sold 162 Columbia Banking Systems shares in Q2 2026, an estimated $4.81K.
  • Columbia Banking Systems made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1359 holding.
  • Independent Financial Group first reported a position in Columbia Banking Systems in Q4 2024 and has held it in 5 quarters since.
  • 551 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.