Keudell/Morrison Wealth Management’s Columbia Banking Systems COLB Stock Holding History

Keudell/Morrison Wealth 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 Q2	$239K	Hold	7,443	–	–	0.05%	230
2026 Q1	$204K	Hold	7,443	–	–	0.04%	236
2025 Q4	$208K	Buy	+7,443	New	+$201K	0.04%	221
2025 Q1	–	Sell	-7,656	Closed	-$207K	–	222
2024 Q4	$207K	Sell	7,656 -1,283	-14%	-$36.8K	0.05%	207
2024 Q3	$233K	Buy	+8,939	New	+$213K	0.06%	190
2024 Q2	–	Sell	-10,833	Closed	-$210K	–	209
2024 Q1	$210K	Buy	10,833 +3,090	+40%	+$63.6K	0.06%	195
2023 Q4	$207K	Buy	+7,743	New	+$172K	0.07%	185

Other funds holding COLB

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

HPCM

Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Keudell/Morrison Wealth Management's COLB Position: Q2 2026 in Review

Keudell/Morrison Wealth Management held its Columbia Banking Systems (COLB) position steady in Q2 2026 at 7,443 shares worth $239K. The position accounts for 0.05% of the portfolio, ranked #230.

Keudell/Morrison Wealth Management first reported a position in COLB in Q4 2023 and has held it in 7 quarters since. 59 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

Keudell/Morrison Wealth Management held 7,443 shares of Columbia Banking Systems worth $239K as of Q2 2026.
Keudell/Morrison Wealth Management left its Columbia Banking Systems share count unchanged in Q2 2026.
Columbia Banking Systems made up 0.05% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #230 holding.
Keudell/Morrison Wealth Management first reported a position in Columbia Banking Systems in Q4 2023 and has held it in 7 quarters since.
59 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.