Retirement Wealth Solutions’s Columbia Banking Systems COLB Stock Holding History

Retirement Wealth Solutions’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	$1.5K	Buy	47 +3	+7%	+$89	﹤0.01%	571
2026 Q1	$1.21K	Sell	44 -11	-20%	-$318	﹤0.01%	608
2025 Q4	$1.54K	Sell	55 -20	-27%	-$541	﹤0.01%	511
2025 Q3	$1.93K	Sell	75 -141	-65%	-$3.58K	﹤0.01%	447
2025 Q2	$5.05K	Hold	216	–	–	﹤0.01%	297
2025 Q1	$5.39K	Buy	216 +53	+33%	+$1.41K	﹤0.01%	279
2024 Q4	$4.28K	Buy	+163	New	+$4.67K	﹤0.01%	308

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 $6.82B 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 $59.6B AUM 29.42% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

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