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Montag & Associates’s Columbia Banking Systems COLB Stock Holding History

Montag & Associates’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
2025
Q4 		– Sell
-51
Closed -$1.31K – 1001
2025
Q3 		$1.31K Buy
+51
New +$1.29K ﹤0.01% 977

Other funds holding COLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Montag & Associates's COLB Position: Q4 2025 in Review

Montag & Associates sold out of Columbia Banking Systems (COLB) in Q4 2025, closing a stake of 51 shares — an estimated $1.31K sold.

Montag & Associates first reported a position in COLB in Q3 2025 and held it in 1 quarter. The position peaked at $1.31K in Q3 2025. 504 funds tracked by Wall St. Rank hold COLB as of Q4 2025.

  • Montag & Associates reported no remaining Columbia Banking Systems position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 51 Columbia Banking Systems shares in Q4 2025, an estimated $1.31K.
  • Montag & Associates first reported a position in Columbia Banking Systems in Q3 2025 and held it in 1 quarter.
  • Montag & Associates's Columbia Banking Systems position peaked at $1.31K in Q3 2025.
  • 504 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.