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Innovative Asset Advisors Group’s Columbia Banking Systems COLB Stock Holding History

Innovative Asset Advisors 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 		– Sell
-438
Closed -$12K – 436
2026
Q1 		$12K Buy
+438
New +$12.7K 0.01% 596

Other funds holding COLB

BlackRock
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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 $3.38T AUM 44.17% 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

Innovative Asset Advisors Group's COLB Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Columbia Banking Systems (COLB) in Q2 2026, closing a stake of 438 shares — an estimated $12K sold.

Innovative Asset Advisors Group first reported a position in COLB in Q1 2026 and held it in 1 quarter. The position peaked at $12K in Q1 2026. 556 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Columbia Banking Systems position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 438 Columbia Banking Systems shares in Q2 2026, an estimated $12K.
  • Innovative Asset Advisors Group first reported a position in Columbia Banking Systems in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Columbia Banking Systems position peaked at $12K in Q1 2026.
  • 556 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.