Pinnacle Wealth Planning Services
COLB icon

Pinnacle Wealth Planning Services’s Columbia Banking Systems COLB Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$4.66K Hold
163
– – ﹤0.01% 2315
2026
Q2 		$5.22K Buy
163
+25
+18% +$742 ﹤0.01% 2281
2026
Q1 		$3.78K Hold
138
– – ﹤0.01% 2316
2025
Q4 		$3.86K Buy
+138
New +$3.74K ﹤0.01% 2344
2021
Q1 		– Sell
-26
Closed -$1K – 687
2020
Q4 		$1K Buy
+26
New +$806 ﹤0.01% 2087

Other funds holding COLB

Dimensional Fund Advisors
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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Pinnacle Wealth Planning Services's COLB Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its Columbia Banking Systems (COLB) position steady in Q3 2026 at 163 shares worth $4.66K. The position accounts for ﹤0.01% of the portfolio, ranked #2315.

Pinnacle Wealth Planning Services first reported a position in COLB in Q4 2020 and has held it in 5 quarters since. The position peaked at $5.22K in Q2 2026. 341 funds tracked by Wall St. Rank hold COLB as of Q3 2026.

  • Pinnacle Wealth Planning Services held 163 shares of Columbia Banking Systems worth $4.66K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its Columbia Banking Systems share count unchanged in Q3 2026.
  • Columbia Banking Systems made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2315 holding.
  • Pinnacle Wealth Planning Services first reported a position in Columbia Banking Systems in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Columbia Banking Systems position peaked at $5.22K in Q2 2026.
  • 341 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.