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Private Wealth Management Group’s Columbia Banking Systems COLB Stock Holding History

Private Wealth Management Group’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 		– Sell
-34
Closed -$951 – 1461
2025
Q4 		$951 Hold
34
– – ﹤0.01% 1283
2025
Q3 		$876 Buy
+34
New +$864 ﹤0.01% 1315
2024
Q2 		– Sell
-93
Closed -$1.8K – 1525
2024
Q1 		$1.8K Buy
+93
New +$1.91K ﹤0.01% 1020

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Private Wealth Management Group's COLB Position: Q1 2026 in Review

Private Wealth Management Group sold out of Columbia Banking Systems (COLB) in Q1 2026, closing a stake of 34 shares — an estimated $951 sold.

Private Wealth Management Group first reported a position in COLB in Q1 2024 and held it in 3 quarters. The position peaked at $1.8K in Q1 2024. 528 funds tracked by Wall St. Rank hold COLB as of Q1 2026.

  • Private Wealth Management Group reported no remaining Columbia Banking Systems position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 34 Columbia Banking Systems shares in Q1 2026, an estimated $951.
  • Private Wealth Management Group first reported a position in Columbia Banking Systems in Q1 2024 and held it in 3 quarters.
  • Private Wealth Management Group's Columbia Banking Systems position peaked at $1.8K in Q1 2024.
  • 528 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.