Pinnacle Holdings’s Columbia Banking Systems COLB Stock Holding History

Pinnacle Holdings’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 Q1	$16.3K	Buy	594 +2	+0.3%	+$58	0.01%	229
2025 Q4	$16.5K	Hold	592	–	–	0.01%	239
2025 Q3	$15.2K	Hold	592	–	–	0.01%	242
2025 Q2	$13.8K	Hold	592	–	–	0.01%	226
2025 Q1	$14.8K	Hold	592	–	–	0.01%	230
2024 Q4	$16K	Hold	592	–	–	0.01%	228
2024 Q3	$15.5K	Hold	592	–	–	0.01%	226
2024 Q2	$11.8K	Hold	592	–	–	﹤0.01%	228
2024 Q1	$11.5K	Hold	592	–	–	﹤0.01%	219
2023 Q4	$15.8K	Buy	+592	New	+$13.2K	0.01%	209
2023 Q2	–	Sell	-592	Closed	-$12.7K	–	215
2023 Q1	$12.7K	Buy	+592	New	+$16.4K	0.01%	223

Other funds holding COLB

BlackRock New York $5.7T 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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return