PWPS
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
Q2 		$5.22K Buy
163
+25
+18% +$742 ﹤0.01% 2281
2026
Q1 		$3.79K 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Pinnacle Wealth Planning Services's COLB Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Columbia Banking Systems (COLB) stake by 18% in Q2 2026, buying an estimated $742 and bringing the position to 163 shares worth $5.22K. The position accounts for ﹤0.01% of the portfolio, ranked #2281.

Pinnacle Wealth Planning Services first reported a position in COLB in Q4 2020 and has held it in 4 quarters since. 555 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 163 shares of Columbia Banking Systems worth $5.22K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 25 Columbia Banking Systems shares in Q2 2026, an estimated $742.
  • Columbia Banking Systems made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2281 holding.
  • Pinnacle Wealth Planning Services first reported a position in Columbia Banking Systems in Q4 2020 and has held it in 4 quarters since.
  • 555 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.