NewEdge Advisors’s Columbia Banking Systems COLB Stock Holding History

NewEdge 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
2026 Q2	–	Sell	-20	Closed	-$549	–	4224
2026 Q1	$549	Buy	+20	New	+$578	﹤0.01%	3978
2024 Q3	–	Sell	-39	Closed	-$776	–	3837
2024 Q2	$776	Hold	39	–	–	﹤0.01%	3511
2024 Q1	$755	Hold	39	–	–	﹤0.01%	3538
2023 Q4	$1.04K	Sell	39 -78	-67%	-$1.73K	﹤0.01%	3455
2023 Q3	$2.38K	Hold	117	–	–	﹤0.01%	3007
2023 Q2	$2.37K	Hold	117	–	–	﹤0.01%	3042
2023 Q1	$2.5K	Buy	+117	New	+$3.25K	﹤0.01%	2982

Other funds holding COLB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewEdge Advisors's COLB Position: Q2 2026 in Review

NewEdge Advisors sold out of Columbia Banking Systems (COLB) in Q2 2026, closing a stake of 20 shares — an estimated $549 sold.

NewEdge Advisors first reported a position in COLB in Q1 2023 and held it in 7 quarters. The position peaked at $2.5K in Q1 2023. 433 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

NewEdge Advisors reported no remaining Columbia Banking Systems position as of Q2 2026 after selling out during the quarter.
NewEdge Advisors sold 20 Columbia Banking Systems shares in Q2 2026, an estimated $549.
NewEdge Advisors first reported a position in Columbia Banking Systems in Q1 2023 and held it in 7 quarters.
NewEdge Advisors's Columbia Banking Systems position peaked at $2.5K in Q1 2023.
433 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.