Lloyd Advisory Services’s Columbia Sportswear COLM Stock Holding History

Lloyd Advisory Services’s Portfolio COLM Stock Details COLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$408	Buy	+7	New	+$416	﹤0.01%	627

Other funds holding COLM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Washington Trust Bank Spokane, Washington $1.44B AUM 19.8% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Lloyd Advisory Services's COLM Position: Q3 2026 in Review

Lloyd Advisory Services opened a new position in Columbia Sportswear (COLM) in Q3 2026: 7 shares worth $408. The stake represents ﹤0.01% of the portfolio and ranks #627 among its holdings.

119 funds tracked by Wall St. Rank hold COLM as of Q3 2026.

Lloyd Advisory Services held 7 shares of Columbia Sportswear worth $408 as of Q3 2026.
Columbia Sportswear was a new Lloyd Advisory Services position in Q3 2026.
Columbia Sportswear made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q3 2026, its #627 holding.
119 funds tracked by Wall St. Rank held Columbia Sportswear as of Q3 2026.

Based on Lloyd Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.