Physician Wealth Advisors’s Columbia Banking Systems COLB Stock Holding History

Physician Wealth Advisors’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
2026 Q2	$7.79K	Buy	243 +30	+14%	+$891	﹤0.01%	945
2026 Q1	$5.84K	Hold	213	–	–	﹤0.01%	956
2025 Q4	$5.95K	Hold	213	–	–	﹤0.01%	923
2025 Q3	$5.48K	Buy	213 +184	+634%	+$4.67K	﹤0.01%	899
2025 Q2	$679	Hold	29	–	–	﹤0.01%	1618
2025 Q1	$724	Hold	29	–	–	﹤0.01%	1264
2024 Q4	$784	Buy	+29	New	+$832	﹤0.01%	1001

Other funds holding COLB

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HPCM

Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

HCMT

Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Physician Wealth Advisors's COLB Position: Q2 2026 in Review

Physician Wealth Advisors increased its Columbia Banking Systems (COLB) stake by 14% in Q2 2026, buying an estimated $891 and bringing the position to 243 shares worth $7.79K. The position accounts for ﹤0.01% of the portfolio, ranked #945.

Physician Wealth Advisors first reported a position in COLB in Q4 2024 and has held it in 7 quarters since. 92 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

Physician Wealth Advisors held 243 shares of Columbia Banking Systems worth $7.79K as of Q2 2026.
Physician Wealth Advisors bought 30 Columbia Banking Systems shares in Q2 2026, an estimated $891.
Columbia Banking Systems made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #945 holding.
Physician Wealth Advisors first reported a position in Columbia Banking Systems in Q4 2024 and has held it in 7 quarters since.
92 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.