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Penn Mutual Asset Management’s Columbia Banking Systems COLB Stock Holding History

Penn Mutual Asset 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
Q4 		– Sell
-10,000
Closed -$257K – 24
2025
Q3 		$257K Hold
10,000
– – 0.5% 58
2025
Q2 		$234K Buy
+10,000
New +$232K 0.41% 66

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Penn Mutual Asset Management's COLB Position: Q4 2025 in Review

Penn Mutual Asset Management sold out of Columbia Banking Systems (COLB) in Q4 2025, closing a stake of 10,000 shares — an estimated $257K sold.

Penn Mutual Asset Management first reported a position in COLB in Q2 2025 and held it in 2 quarters. The position peaked at $257K in Q3 2025. 503 funds tracked by Wall St. Rank hold COLB as of Q4 2025.

  • Penn Mutual Asset Management reported no remaining Columbia Banking Systems position as of Q4 2025 after selling out during the quarter.
  • Penn Mutual Asset Management sold 10,000 Columbia Banking Systems shares in Q4 2025, an estimated $257K.
  • Penn Mutual Asset Management first reported a position in Columbia Banking Systems in Q2 2025 and held it in 2 quarters.
  • Penn Mutual Asset Management's Columbia Banking Systems position peaked at $257K in Q3 2025.
  • 503 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q4 2025.

Based on Penn Mutual Asset Management's 13F filing for Q4 2025, filed 23 Jan 2026.