LWAM
COLB icon

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
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

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

Legacy Wealth Asset Management's COLB Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Columbia Banking Systems (COLB) stake by 17% in Q2 2026, selling an estimated $40K and leaving 6,370 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #373.

Legacy Wealth Asset Management first reported a position in COLB in Q4 2025 and has held it in 3 quarters since. The position peaked at $212K in Q1 2026. 551 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • Legacy Wealth Asset Management held 6,370 shares of Columbia Banking Systems worth $204K as of Q2 2026.
  • Legacy Wealth Asset Management sold 1,348 Columbia Banking Systems shares in Q2 2026, an estimated $40K.
  • Columbia Banking Systems made up 0.04% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #373 holding.
  • Legacy Wealth Asset Management first reported a position in Columbia Banking Systems in Q4 2025 and has held it in 3 quarters since.
  • Legacy Wealth Asset Management's Columbia Banking Systems position peaked at $212K in Q1 2026.
  • 551 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.