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Mosley Wealth Management’s Columbia Banking Systems COLB Stock Holding History

Mosley Wealth Management’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 		$32.5K Hold
1,014
– – 0.01% 286
2026
Q1 		$26.1K Buy
+1,014
New +$29.3K 0.01% 240

Other funds holding COLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Mosley Wealth Management's COLB Position: Q2 2026 in Review

Mosley Wealth Management held its Columbia Banking Systems (COLB) position steady in Q2 2026 at 1,014 shares worth $32.5K. The position accounts for 0.01% of the portfolio, ranked #286.

Mosley Wealth Management first reported a position in COLB in Q1 2026 and has held it in 2 quarters since. 275 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • Mosley Wealth Management held 1,014 shares of Columbia Banking Systems worth $32.5K as of Q2 2026.
  • Mosley Wealth Management left its Columbia Banking Systems share count unchanged in Q2 2026.
  • Columbia Banking Systems made up 0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #286 holding.
  • Mosley Wealth Management first reported a position in Columbia Banking Systems in Q1 2026 and has held it in 2 quarters since.
  • 275 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.