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
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

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

LPL Financial's COLB Position: Q2 2026 in Review

LPL Financial increased its Columbia Banking Systems (COLB) stake by 9.2% in Q2 2026, buying an estimated $416K and bringing the position to 166,527 shares worth $5.34M. The position accounts for ﹤0.01% of the portfolio, ranked #2732.

LPL Financial first reported a position in COLB in Q4 2020 and has held it in 23 quarters since. 554 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • LPL Financial held 166,527 shares of Columbia Banking Systems worth $5.34M as of Q2 2026.
  • LPL Financial bought 14,019 Columbia Banking Systems shares in Q2 2026, an estimated $416K.
  • Columbia Banking Systems made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2732 holding.
  • LPL Financial first reported a position in Columbia Banking Systems in Q4 2020 and has held it in 23 quarters since.
  • 554 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.