Institute for Wealth Management’s Columbia Banking Systems COLB Stock Holding History

Institute for 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	$80.8K	Buy	+2,522	New	+$74.9K	0.01%	749

Other funds holding COLB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Institute for Wealth Management's COLB Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Columbia Banking Systems (COLB) in Q2 2026: 2,522 shares worth $80.8K. The stake represents 0.01% of the portfolio and ranks #749 among its holdings.

275 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

Institute for Wealth Management held 2,522 shares of Columbia Banking Systems worth $80.8K as of Q2 2026.
Columbia Banking Systems was a new Institute for Wealth Management position in Q2 2026.
Columbia Banking Systems made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #749 holding.
275 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.