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Kestra Private Wealth Services’s Columbia Banking Systems COLB Stock Holding History

Kestra Private Wealth Services’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 		$545K Hold
17,018
– – 0.01% 1188
2026
Q1 		$467K Buy
17,018
+1
+0% +$29 0.01% 1247
2025
Q4 		$476K Buy
17,017
+1
+0% +$27 0.01% 1189
2025
Q3 		$438K Buy
+17,016
New +$432K 0.01% 1167

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 $3.38T AUM 44.17% 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

Kestra Private Wealth Services's COLB Position: Q2 2026 in Review

Kestra Private Wealth Services held its Columbia Banking Systems (COLB) position steady in Q2 2026 at 17,018 shares worth $545K. The position accounts for 0.01% of the portfolio, ranked #1188.

Kestra Private Wealth Services first reported a position in COLB in Q3 2025 and has held it in 4 quarters since. 556 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • Kestra Private Wealth Services held 17,018 shares of Columbia Banking Systems worth $545K as of Q2 2026.
  • Kestra Private Wealth Services left its Columbia Banking Systems share count unchanged in Q2 2026.
  • Columbia Banking Systems made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1188 holding.
  • Kestra Private Wealth Services first reported a position in Columbia Banking Systems in Q3 2025 and has held it in 4 quarters since.
  • 556 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.