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Mount Yale Investment Advisors’s Columbia Banking Systems COLB Stock Holding History

Mount Yale Investment Advisors’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
Q3 		– Sell
-176
Closed -$4.12K – 852
2025
Q2 		$4.12K Buy
+176
New +$4.08K ﹤0.01% 1257

Other funds holding COLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mount Yale Investment Advisors's COLB Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Columbia Banking Systems (COLB) in Q3 2025, closing a stake of 176 shares — an estimated $4.12K sold.

Mount Yale Investment Advisors first reported a position in COLB in Q2 2025 and held it in 1 quarter. The position peaked at $4.12K in Q2 2025. 474 funds tracked by Wall St. Rank hold COLB as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Columbia Banking Systems position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 176 Columbia Banking Systems shares in Q3 2025, an estimated $4.12K.
  • Mount Yale Investment Advisors first reported a position in Columbia Banking Systems in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Columbia Banking Systems position peaked at $4.12K in Q2 2025.
  • 474 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.