Principle Wealth Partners’s Columbia Banking Systems COLB Stock Holding History

Principle Wealth Partners’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	$210K	Hold	7,326	–	–	0.01%	393
2026 Q2	$235K	Hold	7,326	–	–	0.01%	366
2026 Q1	$201K	Hold	7,326	–	–	0.01%	370
2025 Q4	$205K	Buy	+7,326	New	+$198K	0.01%	361
2025 Q1	–	Sell	-8,843	Closed	-$239K	–	343
2024 Q4	$239K	Buy	8,843 +1,104	+14%	+$31.7K	0.02%	307
2024 Q3	$202K	Buy	+7,739	New	+$184K	0.01%	331
2024 Q1	–	Sell	-8,604	Closed	-$230K	–	345
2023 Q4	$230K	Buy	+8,604	New	+$191K	0.02%	311
2023 Q3	–	Sell	-9,914	Closed	-$201K	–	321
2023 Q2	$201K	Hold	9,914	–	–	0.02%	317
2023 Q1	$212K	Buy	+9,914	New	+$275K	0.02%	303

Other funds holding COLB

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

HoldCo Asset Management Fort Lauderdale, Florida $1.43B AUM 19.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Epoch Investment Partners New York $16.8B AUM 27.12% 1-Year Est. Return

Principle Wealth Partners's COLB Position: Q3 2026 in Review

Principle Wealth Partners held its Columbia Banking Systems (COLB) position steady in Q3 2026 at 7,326 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #393.

Principle Wealth Partners first reported a position in COLB in Q1 2023 and has held it in 9 quarters since. The position peaked at $239K in Q4 2024. 390 funds tracked by Wall St. Rank hold COLB as of Q3 2026.

Principle Wealth Partners held 7,326 shares of Columbia Banking Systems worth $210K as of Q3 2026.
Principle Wealth Partners left its Columbia Banking Systems share count unchanged in Q3 2026.
Columbia Banking Systems made up 0.01% of Principle Wealth Partners's portfolio in Q3 2026, its #393 holding.
Principle Wealth Partners first reported a position in Columbia Banking Systems in Q1 2023 and has held it in 9 quarters since.
Principle Wealth Partners's Columbia Banking Systems position peaked at $239K in Q4 2024.
390 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q3 2026.

Based on Principle Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.