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JFS Wealth Advisors’s Columbia Banking Systems COLB Stock Holding History

JFS Wealth Advisors’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 		$6.96K Buy
217
+9
+4% +$267 ﹤0.01% 1157
2026
Q1 		$5.71K Buy
208
+11
+6% +$318 ﹤0.01% 1146
2025
Q4 		$5.51K Buy
197
+74
+60% +$2K ﹤0.01% 1201
2025
Q3 		$3.17K Sell
123
-4
-3% -$102 ﹤0.01% 1294
2025
Q2 		$2.97K Buy
127
+31
+32% +$719 ﹤0.01% 1274
2025
Q1 		$2.4K Buy
96
+1
+1% +$27 ﹤0.01% 1406
2024
Q4 		$2.57K Buy
95
+13
+16% +$373 ﹤0.01% 1378
2024
Q3 		$2.14K Buy
82
+18
+28% +$429 ﹤0.01% 1457
2024
Q2 		$1.27K Buy
+64
New +$1.22K ﹤0.01% 1604
2023
Q3 		– Sell
-128
Closed -$2.6K – 1972
2023
Q2 		$2.6K Sell
128
-47
-27% -$992 ﹤0.01% 1286
2023
Q1 		$3.75K Buy
175
+116
+197% +$3.22K ﹤0.01% 1113
2022
Q4 		$1.78K Buy
59
+6
+11% +$191 ﹤0.01% 1420
2022
Q3 		$2K Sell
53
-20
-27% -$603 ﹤0.01% 1294
2022
Q2 		$2K Buy
73
+29
+66% +$854 ﹤0.01% 1296
2022
Q1 		$1K Buy
44
+24
+120% +$842 ﹤0.01% 1606
2021
Q4 		$1K Buy
+20
New +$693 ﹤0.01% 1305

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

JFS Wealth Advisors's COLB Position: Q2 2026 in Review

JFS Wealth Advisors increased its Columbia Banking Systems (COLB) stake by 4.3% in Q2 2026, buying an estimated $267 and bringing the position to 217 shares worth $6.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

JFS Wealth Advisors first reported a position in COLB in Q4 2021 and has held it in 16 quarters since. 551 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • JFS Wealth Advisors held 217 shares of Columbia Banking Systems worth $6.96K as of Q2 2026.
  • JFS Wealth Advisors bought 9 Columbia Banking Systems shares in Q2 2026, an estimated $267.
  • Columbia Banking Systems made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1157 holding.
  • JFS Wealth Advisors first reported a position in Columbia Banking Systems in Q4 2021 and has held it in 16 quarters since.
  • 551 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.