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Mosaic Family Wealth Partners’s Columbia Banking Systems COLB Stock Holding History

Mosaic Family Wealth Partners’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 		$241K Buy
7,526
+171
+2% +$5.08K 0.02% 389
2026
Q1 		$202K Buy
+7,355
New +$213K 0.02% 274

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

Mosaic Family Wealth Partners's COLB Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Columbia Banking Systems (COLB) stake by 2.3% in Q2 2026, buying an estimated $5.08K and bringing the position to 7,526 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #389.

Mosaic Family Wealth Partners first reported a position in COLB in Q1 2026 and has held it in 2 quarters since. 551 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • Mosaic Family Wealth Partners held 7,526 shares of Columbia Banking Systems worth $241K as of Q2 2026.
  • Mosaic Family Wealth Partners bought 171 Columbia Banking Systems shares in Q2 2026, an estimated $5.08K.
  • Columbia Banking Systems made up 0.02% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #389 holding.
  • Mosaic Family Wealth Partners first reported a position in Columbia Banking Systems in Q1 2026 and has held it in 2 quarters since.
  • 551 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.