Planning Strategies’s Columbia Banking Systems COLB Stock Holding History

Planning Strategies’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	$641	Buy	+20	New	+$594	﹤0.01%	815

Other funds holding COLB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Planning Strategies's COLB Position: Q2 2026 in Review

Planning Strategies opened a new position in Columbia Banking Systems (COLB) in Q2 2026: 20 shares worth $641. The stake represents ﹤0.01% of the portfolio and ranks #815 among its holdings.

527 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

Planning Strategies held 20 shares of Columbia Banking Systems worth $641 as of Q2 2026.
Columbia Banking Systems was a new Planning Strategies position in Q2 2026.
Columbia Banking Systems made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #815 holding.
527 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.