Quad-Cities Investment Group’s Columbia Banking Systems COLB Stock Holding History

Quad-Cities Investment 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 Q2	$1.47M	Buy	45,802 +331	+0.7%	+$9.83K	0.53%	46
2026 Q1	$1.25M	Buy	45,471 +188	+0.4%	+$5.44K	0.5%	48
2025 Q4	$1.27M	Buy	45,283 +2,769	+7%	+$75K	0.52%	45
2025 Q3	$1.09M	Buy	42,514 +6,309	+17%	+$160K	0.47%	49
2025 Q2	$846K	Buy	36,205 +2,623	+8%	+$60.8K	0.38%	61
2025 Q1	$838K	Buy	33,582 +1,612	+5%	+$42.9K	0.41%	59
2024 Q4	$864K	Buy	31,970 +93	+0.3%	+$2.67K	0.42%	57
2024 Q3	$832K	Sell	31,877 -1,187	-4%	-$28.3K	0.42%	57
2024 Q2	$658K	Buy	33,064 +139	+0.4%	+$2.64K	0.36%	70
2024 Q1	$637K	Buy	32,925 +4,132	+14%	+$85K	0.37%	72
2023 Q4	$753K	Buy	28,793 +89	+0.3%	+$1.98K	0.47%	52
2023 Q3	$583K	Buy	28,704 +11,107	+63%	+$232K	0.39%	68
2023 Q2	$357K	Buy	+17,597	New	+$372K	0.23%	110

Other funds holding COLB

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return