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Parker Financial’s Columbia Banking Systems COLB Stock Holding History

Parker Financial’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
2024
Q1 		– Sell
-16,499
Closed -$440K – 49
2023
Q4 		$440K Hold
16,499
– – 0.27% 32
2023
Q3 		$335K Hold
16,499
– – 0.23% 33
2023
Q2 		$335K Hold
16,499
– – 0.24% 32
2023
Q1 		$353K Hold
16,499
– – 0.28% 27
2022
Q4 		$497K Buy
+16,499
New +$524K 0.42% 26

Other funds holding COLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Parker Financial's COLB Position: Q1 2024 in Review

Parker Financial sold out of Columbia Banking Systems (COLB) in Q1 2024, closing a stake of 16,499 shares — an estimated $440K sold.

Parker Financial first reported a position in COLB in Q4 2022 and held it in 5 quarters. The position peaked at $497K in Q4 2022. 357 funds tracked by Wall St. Rank hold COLB as of Q1 2024.

  • Parker Financial reported no remaining Columbia Banking Systems position as of Q1 2024 after selling out during the quarter.
  • Parker Financial sold 16,499 Columbia Banking Systems shares in Q1 2024, an estimated $440K.
  • Parker Financial first reported a position in Columbia Banking Systems in Q4 2022 and held it in 5 quarters.
  • Parker Financial's Columbia Banking Systems position peaked at $497K in Q4 2022.
  • 357 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q1 2024.

Based on Parker Financial's 13F filing for Q1 2024, filed 23 Apr 2024.