Orion Portfolio Solutions’s Columbia Banking Systems COLB Stock Holding History

Orion Portfolio Solutions’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	$622K	Sell	24,935 -2,832	-10%	-$75.4K	0.01%	1304
2024 Q4	$750K	Buy	27,767 +160	+0.6%	+$4.59K	0.01%	1194
2024 Q3	$721K	Buy	27,607 +2,072	+8%	+$49.4K	0.01%	1187
2024 Q2	$508K	Sell	25,535 -5,593	-18%	-$106K	0.01%	1268
2024 Q1	$602K	Sell	31,128 -2,362	-7%	-$48.6K	0.01%	1191
2023 Q4	$875K	Buy	33,490 +3,211	+11%	+$71.4K	0.01%	1007
2023 Q3	$615K	Sell	30,279 -8,825	-23%	-$184K	0.01%	1130
2023 Q2	$793K	Buy	39,104 +9,471	+32%	+$200K	0.01%	1040
2023 Q1	$635K	Buy	+29,633	New	+$823K	0.01%	1054

Other funds holding COLB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Orion Portfolio Solutions's COLB Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Columbia Banking Systems (COLB) stake by 10% in Q1 2025, selling an estimated $75.4K and leaving 24,935 shares worth $622K. The position accounts for 0.01% of the portfolio, ranked #1304.

Orion Portfolio Solutions first reported a position in COLB in Q1 2023 and has held it in 9 quarters since. The position peaked at $875K in Q4 2023. 399 funds tracked by Wall St. Rank hold COLB as of Q1 2025.

Orion Portfolio Solutions held 24,935 shares of Columbia Banking Systems worth $622K as of Q1 2025.
Orion Portfolio Solutions sold 2,832 Columbia Banking Systems shares in Q1 2025, an estimated $75.4K.
Columbia Banking Systems made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1304 holding.
Orion Portfolio Solutions first reported a position in Columbia Banking Systems in Q1 2023 and has held it in 9 quarters since.
Orion Portfolio Solutions's Columbia Banking Systems position peaked at $875K in Q4 2023.
399 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.