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Merit Financial Group’s Columbia Banking Systems COLB Stock Holding History

Merit Financial Group’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 		$647K Sell
20,180
-1,045
-5% -$31K ﹤0.01% 1339
2026
Q1 		$582K Buy
21,225
+672
+3% +$19.4K ﹤0.01% 1286
2025
Q4 		$574K Sell
20,553
-433
-2% -$11.7K ﹤0.01% 1226
2025
Q3 		$540K Buy
20,986
+4,223
+25% +$107K 0.01% 1145
2025
Q2 		$392K Buy
16,763
+5,734
+52% +$133K ﹤0.01% 1212
2025
Q1 		$275K Buy
+11,029
New +$294K ﹤0.01% 1156

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

Merit Financial Group's COLB Position: Q2 2026 in Review

Merit Financial Group reduced its Columbia Banking Systems (COLB) stake by 4.9% in Q2 2026, selling an estimated $31K and leaving 20,180 shares worth $647K. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

Merit Financial Group first reported a position in COLB in Q1 2025 and has held it in 6 quarters since. 555 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • Merit Financial Group held 20,180 shares of Columbia Banking Systems worth $647K as of Q2 2026.
  • Merit Financial Group sold 1,045 Columbia Banking Systems shares in Q2 2026, an estimated $31K.
  • Columbia Banking Systems made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1339 holding.
  • Merit Financial Group first reported a position in Columbia Banking Systems in Q1 2025 and has held it in 6 quarters since.
  • 555 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.