Patriot Financial Group Insurance Agency’s Columbia Banking Systems COLB Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-92	Closed	-$3K	–	698
2022 Q2	$3K	Sell	92 -19	-17%	-$560	﹤0.01%	1616
2022 Q1	$4K	Buy	111 +7	+7%	+$245	﹤0.01%	1670
2021 Q4	$3K	Sell	104 -3	-3%	-$104	﹤0.01%	1842
2021 Q3	$4K	Buy	107 +18	+20%	+$642	﹤0.01%	1749
2021 Q2	$3K	Hold	89	–	–	﹤0.01%	1764
2021 Q1	$4K	Sell	89 -37	-29%	-$1.61K	﹤0.01%	1603
2020 Q4	$5K	Hold	126	–	–	﹤0.01%	1418
2020 Q3	$3K	Hold	126	–	–	﹤0.01%	1346
2020 Q2	$4K	Sell	126 -26	-17%	-$663	﹤0.01%	1215
2020 Q1	$4K	Buy	+152	New	+$5.34K	﹤0.01%	1118

Other funds holding COLB

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

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

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

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

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

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Patriot Financial Group Insurance Agency's COLB Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Columbia Banking Systems (COLB) in Q3 2022, closing a stake of 92 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in COLB in Q1 2020 and held it in 10 quarters. The position peaked at $5K in Q4 2020. 249 funds tracked by Wall St. Rank hold COLB as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Columbia Banking Systems position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 92 Columbia Banking Systems shares in Q3 2022, an estimated $3K.
Patriot Financial Group Insurance Agency first reported a position in Columbia Banking Systems in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Columbia Banking Systems position peaked at $5K in Q4 2020.
249 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.