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Legacy Wealth Asset Management’s Columbia Banking Systems COLB Stock Holding History

Legacy Wealth Asset 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
Q3 		– Sell
-6,370
Closed -$204K – 368
2026
Q2 		$204K Sell
6,370
-1,348
-17% -$40K 0.04% 373
2026
Q1 		$212K Buy
7,718
+212
+3% +$6.13K 0.05% 358
2025
Q4 		$210K Buy
+7,506
New +$203K 0.05% 358

Other funds holding COLB

CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Legacy Wealth Asset Management's COLB Position: Q3 2026 in Review

Legacy Wealth Asset Management sold out of Columbia Banking Systems (COLB) in Q3 2026, closing a stake of 6,370 shares — an estimated $204K sold.

Legacy Wealth Asset Management first reported a position in COLB in Q4 2025 and held it in 3 quarters. The position peaked at $212K in Q1 2026. 16 funds tracked by Wall St. Rank hold COLB as of Q3 2026.

  • Legacy Wealth Asset Management reported no remaining Columbia Banking Systems position as of Q3 2026 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 6,370 Columbia Banking Systems shares in Q3 2026, an estimated $204K.
  • Legacy Wealth Asset Management first reported a position in Columbia Banking Systems in Q4 2025 and held it in 3 quarters.
  • Legacy Wealth Asset Management's Columbia Banking Systems position peaked at $212K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.