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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

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 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. 84 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.
  • 84 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.