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Kingsview Wealth Management’s Columbia Banking Systems COLB Stock Holding History

Kingsview 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 		– Sell
-11,844
Closed -$331K – 1355
2025
Q4 		$331K Buy
11,844
+34
+0.3% +$920 ﹤0.01% 989
2025
Q3 		$304K Sell
11,810
-11
-0.1% -$279 ﹤0.01% 955
2025
Q2 		$276K Hold
11,821
– – ﹤0.01% 973
2025
Q1 		$295K Hold
11,821
– – 0.01% 901
2024
Q4 		$319K Hold
11,821
– – 0.01% 878
2024
Q3 		$309K Buy
11,821
+30
+0.3% +$715 0.01% 878
2024
Q2 		$235K Buy
+11,791
New +$224K 0.01% 932

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kingsview Wealth Management's COLB Position: Q1 2026 in Review

Kingsview Wealth Management sold out of Columbia Banking Systems (COLB) in Q1 2026, closing a stake of 11,844 shares — an estimated $331K sold.

Kingsview Wealth Management first reported a position in COLB in Q2 2024 and held it in 7 quarters. The position peaked at $331K in Q4 2025. 526 funds tracked by Wall St. Rank hold COLB as of Q1 2026.

  • Kingsview Wealth Management reported no remaining Columbia Banking Systems position as of Q1 2026 after selling out during the quarter.
  • Kingsview Wealth Management sold 11,844 Columbia Banking Systems shares in Q1 2026, an estimated $331K.
  • Kingsview Wealth Management first reported a position in Columbia Banking Systems in Q2 2024 and held it in 7 quarters.
  • Kingsview Wealth Management's Columbia Banking Systems position peaked at $331K in Q4 2025.
  • 526 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.