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Parkworth Wealth Management’s Columbia Banking Systems COLB Stock Holding History

Parkworth Wealth Management’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
Q2 		$164 Buy
7
+3
+75% +$70 ﹤0.01% 992
2025
Q1 		$100 Hold
4
– – ﹤0.01% 934
2024
Q4 		$108 Buy
+4
New +$115 ﹤0.01% 955

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Parkworth Wealth Management's COLB Position: Q2 2025 in Review

Parkworth Wealth Management increased its Columbia Banking Systems (COLB) stake by 75% in Q2 2025, buying an estimated $70 and bringing the position to 7 shares worth $164. The position accounts for ﹤0.01% of the portfolio, ranked #992.

Parkworth Wealth Management first reported a position in COLB in Q4 2024 and has held it in 3 quarters since. 410 funds tracked by Wall St. Rank hold COLB as of Q2 2025.

  • Parkworth Wealth Management held 7 shares of Columbia Banking Systems worth $164 as of Q2 2025.
  • Parkworth Wealth Management bought 3 Columbia Banking Systems shares in Q2 2025, an estimated $70.
  • Columbia Banking Systems made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #992 holding.
  • Parkworth Wealth Management first reported a position in Columbia Banking Systems in Q4 2024 and has held it in 3 quarters since.
  • 410 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.