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Intentional Wealth Strategies’s Columbia Banking Systems COLB Stock Holding History

Intentional Wealth Strategies’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
-10
Closed -$274 – 247
2026
Q1 		$274 Buy
+10
New +$289 ﹤0.01% 916

Other funds holding COLB

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

Intentional Wealth Strategies's COLB Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Columbia Banking Systems (COLB) in Q2 2026, closing a stake of 10 shares — an estimated $274 sold.

Intentional Wealth Strategies first reported a position in COLB in Q1 2026 and held it in 1 quarter. The position peaked at $274 in Q1 2026. 551 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Columbia Banking Systems position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 10 Columbia Banking Systems shares in Q2 2026, an estimated $274.
  • Intentional Wealth Strategies first reported a position in Columbia Banking Systems in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Columbia Banking Systems position peaked at $274 in Q1 2026.
  • 551 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

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