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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
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 $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kestra Private Wealth Services's COLB Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Columbia Banking Systems (COLB) stake by 0.01% in Q1 2026, buying an estimated $29 and bringing the position to 17,018 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #1247.

Kestra Private Wealth Services first reported a position in COLB in Q3 2025 and has held it in 3 quarters since. The position peaked at $476K in Q4 2025. 524 funds tracked by Wall St. Rank hold COLB as of Q1 2026.

  • Kestra Private Wealth Services held 17,018 shares of Columbia Banking Systems worth $467K as of Q1 2026.
  • Kestra Private Wealth Services bought 1 Columbia Banking Systems share in Q1 2026, an estimated $29.
  • Columbia Banking Systems made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1247 holding.
  • Kestra Private Wealth Services first reported a position in Columbia Banking Systems in Q3 2025 and has held it in 3 quarters since.
  • Kestra Private Wealth Services's Columbia Banking Systems position peaked at $476K in Q4 2025.
  • 524 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.