Kiley Juergens Wealth Management’s Columbia Banking Systems COLB Stock Holding History

Kiley Juergens 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 Q1	$290K	Sell	10,565 -1,300	-11%	-$37.6K	0.05%	190
2025 Q4	$332K	Buy	11,865 +1,000	+9%	+$27.1K	0.07%	72
2025 Q3	$280K	Sell	10,865 -7	-0.1%	-$178	0.06%	75
2025 Q2	$254K	Hold	10,872	–	–	0.06%	77
2025 Q1	$271K	Sell	10,872 -400	-4%	-$10.7K	0.07%	73
2024 Q4	$304K	Hold	11,272	–	–	0.08%	71
2024 Q3	$294K	Sell	11,272 -316	-3%	-$7.53K	0.08%	70
2024 Q2	$230K	Sell	11,588 -1,230	-10%	-$23.4K	0.06%	70
2024 Q1	$248K	Buy	12,818 +250	+2%	+$5.14K	0.08%	66
2023 Q4	$335K	Hold	12,568	–	–	0.11%	64
2023 Q3	$255K	Buy	12,568 +316	+3%	+$6.59K	0.09%	72
2023 Q2	$248K	Buy	12,252 +463	+4%	+$9.78K	0.09%	72
2023 Q1	$253K	Buy	11,789 +1,480	+14%	+$41.1K	0.09%	72
2022 Q4	$311K	Hold	10,309	–	–	0.13%	70
2022 Q3	$297K	Hold	10,309	–	–	0.14%	66
2022 Q2	$295K	Hold	10,309	–	–	0.14%	69
2022 Q1	$333K	Hold	10,309	–	–	0.16%	51
2021 Q4	$337K	Sell	10,309 -250	-2%	-$8.66K	0.13%	67
2021 Q3	$401K	Hold	10,559	–	–	0.18%	63
2021 Q2	$407K	Hold	10,559	–	–	0.19%	61
2021 Q1	$454K	Hold	10,559	–	–	0.24%	55
2020 Q4	$379K	Sell	10,559 -6,832	-39%	-$212K	0.22%	48
2020 Q3	$414K	Sell	17,391 -7,532	-30%	-$208K	0.3%	40
2020 Q2	$706K	Buy	24,923 +266	+1%	+$6.78K	0.59%	32
2020 Q1	$660K	Hold	24,657	–	–	0.68%	31
2019 Q4	$1M	Buy	24,657 +6,832	+38%	+$266K	0.88%	25
2019 Q3	$657K	Hold	17,825	–	–	0.72%	28
2019 Q2	$644K	Hold	17,825	–	–	0.72%	29
2019 Q1	$582K	Hold	17,825	–	–	0.73%	27
2018 Q4	$646K	Hold	17,825	–	–	0.9%	27
2018 Q3	$691K	Sell	17,825 -77	-0.4%	-$3.2K	0.52%	39
2018 Q2	$732K	Buy	17,902 +250	+1%	+$10.7K	0.65%	34
2018 Q1	$740K	Hold	17,652	–	–	0.8%	30
2017 Q4	$766K	Buy	+17,652	New	+$770K	0.69%	29

Other funds holding COLB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kiley Juergens Wealth Management's COLB Position: Q1 2026 in Review

Kiley Juergens Wealth Management reduced its Columbia Banking Systems (COLB) stake by 11% in Q1 2026, selling an estimated $37.6K and leaving 10,565 shares worth $290K. The position accounts for 0.05% of the portfolio, ranked #190.

Kiley Juergens Wealth Management first reported a position in COLB in Q4 2017 and has held it in 34 quarters since. The position peaked at $1M in Q4 2019. 524 funds tracked by Wall St. Rank hold COLB as of Q1 2026.

Kiley Juergens Wealth Management held 10,565 shares of Columbia Banking Systems worth $290K as of Q1 2026.
Kiley Juergens Wealth Management sold 1,300 Columbia Banking Systems shares in Q1 2026, an estimated $37.6K.
Columbia Banking Systems made up 0.05% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #190 holding.
Kiley Juergens Wealth Management first reported a position in Columbia Banking Systems in Q4 2017 and has held it in 34 quarters since.
Kiley Juergens Wealth Management's Columbia Banking Systems position peaked at $1M in Q4 2019.
524 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.