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Richards, Merrill & Peterson’s Columbia Banking Systems COLB Stock Holding History

Richards, Merrill & Peterson’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
2025
Q2 		– Sell
-774
Closed -$19.3K – 252
2025
Q1 		$19.3K Hold
774
– – 0.01% 343
2024
Q4 		$20.9K Buy
+774
New +$22.2K 0.01% 332

Other funds holding COLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Richards, Merrill & Peterson's COLB Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Columbia Banking Systems (COLB) in Q2 2025, closing a stake of 774 shares — an estimated $19.3K sold.

Richards, Merrill & Peterson first reported a position in COLB in Q4 2024 and held it in 2 quarters. The position peaked at $20.9K in Q4 2024. 410 funds tracked by Wall St. Rank hold COLB as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Columbia Banking Systems position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 774 Columbia Banking Systems shares in Q2 2025, an estimated $19.3K.
  • Richards, Merrill & Peterson first reported a position in Columbia Banking Systems in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Columbia Banking Systems position peaked at $20.9K in Q4 2024.
  • 410 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.