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New Age Alpha Advisors’s Columbia Banking Systems COLB Stock Holding History

New Age Alpha 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
Q1 		– Sell
-6,558
Closed -$177K – 933
2024
Q4 		$177K Buy
+6,558
New +$188K 0.01% 677

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

New Age Alpha Advisors's COLB Position: Q1 2025 in Review

New Age Alpha Advisors sold out of Columbia Banking Systems (COLB) in Q1 2025, closing a stake of 6,558 shares — an estimated $177K sold.

New Age Alpha Advisors first reported a position in COLB in Q4 2024 and held it in 1 quarter. The position peaked at $177K in Q4 2024. 398 funds tracked by Wall St. Rank hold COLB as of Q1 2025.

  • New Age Alpha Advisors reported no remaining Columbia Banking Systems position as of Q1 2025 after selling out during the quarter.
  • New Age Alpha Advisors sold 6,558 Columbia Banking Systems shares in Q1 2025, an estimated $177K.
  • New Age Alpha Advisors first reported a position in Columbia Banking Systems in Q4 2024 and held it in 1 quarter.
  • New Age Alpha Advisors's Columbia Banking Systems position peaked at $177K in Q4 2024.
  • 398 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q1 2025.

Based on New Age Alpha Advisors's 13F filing for Q1 2025, filed 9 May 2025.