Integrated Wealth Concepts’s Columbia Banking Systems COLB Stock Holding History

Integrated Wealth Concepts’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	$119K	Buy	+3,717	New	+$110K	﹤0.01%	2681

Other funds holding COLB

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Integrated Wealth Concepts's COLB Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Columbia Banking Systems (COLB) in Q2 2026: 3,717 shares worth $119K. The stake represents ﹤0.01% of the portfolio and ranks #2681 among its holdings.

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

Integrated Wealth Concepts held 3,717 shares of Columbia Banking Systems worth $119K as of Q2 2026.
Columbia Banking Systems was a new Integrated Wealth Concepts position in Q2 2026.
Columbia Banking Systems made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2681 holding.
551 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.