Jupiter Asset Management’s Columbia Banking Systems COLB Stock Holding History

Jupiter Asset 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 Q3	$37.7M	Buy	+1,317,678	New	+$40.9M	0.18%	141
2024 Q1	–	Sell	-29,963	Closed	-$799K	–	446
2023 Q4	$799K	Buy	+29,963	New	+$666K	0.01%	399
2023 Q1	–	Sell	-734,706	Closed	-$22.1M	–	432
2022 Q4	$22.1M	Buy	734,706 +16,694	+2%	+$530K	0.32%	98
2022 Q3	$20.7M	Buy	718,012 +516,524	+256%	+$15.6M	0.32%	85
2022 Q2	$5.78M	Buy	201,488 +62,526	+45%	+$1.84M	0.08%	225
2022 Q1	$4.48M	Buy	138,962 +46,924	+51%	+$1.65M	0.05%	267
2021 Q4	$3.03M	Buy	+92,038	New	+$3.19M	0.03%	309

Other funds holding COLB

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Jupiter Asset Management's COLB Position: Q3 2026 in Review

Jupiter Asset Management opened a new position in Columbia Banking Systems (COLB) in Q3 2026: 1,317,678 shares worth $37.7M. The stake represents 0.18% of the portfolio and ranks #141 among its holdings. This is a return to the name: Jupiter Asset Management previously reported a position in COLB as recently as Q4 2023.

Jupiter Asset Management first reported a position in COLB in Q4 2021 and has held it in 7 quarters since. 295 funds tracked by Wall St. Rank hold COLB as of Q3 2026.

Jupiter Asset Management held 1,317,678 shares of Columbia Banking Systems worth $37.7M as of Q3 2026.
Columbia Banking Systems was a new Jupiter Asset Management position in Q3 2026.
Columbia Banking Systems made up 0.18% of Jupiter Asset Management's portfolio in Q3 2026, its #141 holding.
Jupiter Asset Management first reported a position in Columbia Banking Systems in Q4 2021 and has held it in 7 quarters since.
295 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q3 2026.

Based on Jupiter Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.