LPL Financial
COLB icon

LPL Financial’s Columbia Banking Systems COLB Stock Holding History

LPL Financial’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 		$4.29M Sell
150,078
-16,449
-10% -$510K ﹤0.01% 2977
2026
Q2 		$5.34M Buy
166,527
+14,019
+9% +$416K ﹤0.01% 2732
2026
Q1 		$4.18M Sell
152,508
-972
-0.6% -$28.1K ﹤0.01% 2795
2025
Q4 		$4.29M Sell
153,480
-4,380
-3% -$119K ﹤0.01% 2666
2025
Q3 		$4.06M Buy
157,860
+25,556
+19% +$649K ﹤0.01% 2656
2025
Q2 		$3.09M Sell
132,304
-5,192
-4% -$120K ﹤0.01% 2720
2025
Q1 		$3.43M Buy
137,496
+40,826
+42% +$1.09M ﹤0.01% 2449
2024
Q4 		$2.61M Buy
96,670
+21,713
+29% +$623K ﹤0.01% 2627
2024
Q3 		$1.96M Buy
74,957
+11,619
+18% +$277K ﹤0.01% 2755
2024
Q2 		$1.26M Sell
63,338
-2,395
-4% -$45.5K ﹤0.01% 3035
2024
Q1 		$1.27M Buy
65,733
+5,857
+10% +$121K ﹤0.01% 2969
2023
Q4 		$1.6M Buy
59,876
+16,898
+39% +$376K ﹤0.01% 2629
2023
Q3 		$872K Buy
42,978
+4,284
+11% +$89.4K ﹤0.01% 3014
2023
Q2 		$785K Sell
38,694
-4,276
-10% -$90.3K ﹤0.01% 3054
2023
Q1 		$920K Buy
42,970
+25,285
+143% +$702K ﹤0.01% 2821
2022
Q4 		$533K Buy
17,685
+323
+2% +$10.3K ﹤0.01% 3196
2022
Q3 		$502K Buy
17,362
+274
+2% +$8.26K ﹤0.01% 3149
2022
Q2 		$490K Buy
17,088
+26
+0.2% +$766 ﹤0.01% 3224
2022
Q1 		$551K Sell
17,062
-40
-0.2% -$1.4K ﹤0.01% 3124
2021
Q4 		$560K Buy
17,102
+6,789
+66% +$235K ﹤0.01% 3182
2021
Q3 		$392K Buy
10,313
+2,076
+25% +$74K ﹤0.01% 3431
2021
Q2 		$318K Buy
8,237
+148
+2% +$6.29K ﹤0.01% 3546
2021
Q1 		$349K Buy
8,089
+457
+6% +$19.9K ﹤0.01% 3352
2020
Q4 		$274K Buy
+7,632
New +$237K ﹤0.01% 3277

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
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 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

LPL Financial's COLB Position: Q3 2026 in Review

LPL Financial reduced its Columbia Banking Systems (COLB) stake by 9.9% in Q3 2026, selling an estimated $510K and leaving 150,078 shares worth $4.29M. The position accounts for ﹤0.01% of the portfolio, ranked #2977.

LPL Financial first reported a position in COLB in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.34M in Q2 2026. 341 funds tracked by Wall St. Rank hold COLB as of Q3 2026.

  • LPL Financial held 150,078 shares of Columbia Banking Systems worth $4.29M as of Q3 2026.
  • LPL Financial sold 16,449 Columbia Banking Systems shares in Q3 2026, an estimated $510K.
  • Columbia Banking Systems made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2977 holding.
  • LPL Financial first reported a position in Columbia Banking Systems in Q4 2020 and has held it in 24 quarters since.
  • LPL Financial's Columbia Banking Systems position peaked at $5.34M in Q2 2026.
  • 341 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.