Larson Financial Group
COLB icon

Larson Financial Group’s Columbia Banking Systems COLB Stock Holding History

Larson Financial Group’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
Q3 		$418K Buy
14,612
+7,482
+105% +$232K 0.01% 661
2026
Q2 		$229K Buy
7,130
+754
+12% +$22.4K 0.01% 803
2026
Q1 		$175K Buy
6,376
+76
+1% +$2.2K 0.01% 763
2025
Q4 		$176K Sell
6,300
-3
-0% -$81 0.01% 736
2025
Q3 		$162K Buy
6,303
+253
+4% +$6.43K 0.01% 751
2025
Q2 		$141K Buy
6,050
+23
+0.4% +$533 0.01% 742
2025
Q1 		$150K Sell
6,027
-6
-0.1% -$160 0.01% 683
2024
Q4 		$163K Buy
6,033
+6,006
+22,244% +$172K 0.01% 620
2024
Q3 		$711 Buy
27
+23
+575% +$548 ﹤0.01% 2056
2024
Q2 		$83 Hold
4
– – ﹤0.01% 2285
2024
Q1 		$79 Hold
4
– – ﹤0.01% 1723
2023
Q4 		$107 Hold
4
– – ﹤0.01% 1702
2023
Q3 		$81 Buy
+4
New +$83 ﹤0.01% 1666

Other funds holding COLB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Larson Financial Group's COLB Position: Q3 2026 in Review

Larson Financial Group increased its Columbia Banking Systems (COLB) stake by 105% in Q3 2026, buying an estimated $232K and bringing the position to 14,612 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #661.

Larson Financial Group first reported a position in COLB in Q3 2023 and has held it in 13 quarters since. 337 funds tracked by Wall St. Rank hold COLB as of Q3 2026.

  • Larson Financial Group held 14,612 shares of Columbia Banking Systems worth $418K as of Q3 2026.
  • Larson Financial Group bought 7,482 Columbia Banking Systems shares in Q3 2026, an estimated $232K.
  • Columbia Banking Systems made up 0.01% of Larson Financial Group's portfolio in Q3 2026, its #661 holding.
  • Larson Financial Group first reported a position in Columbia Banking Systems in Q3 2023 and has held it in 13 quarters since.
  • 337 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.