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Ritter Daniher Financial Advisory’s Columbia Banking Systems COLB Stock Holding History

Ritter Daniher Financial Advisory’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
-155
Closed -$4.33K – 595
2025
Q4 		$4.33K Hold
155
– – ﹤0.01% 522
2025
Q3 		$3.99K Buy
+155
New +$3.94K ﹤0.01% 409

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 $3.37T AUM 44.26% 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

Ritter Daniher Financial Advisory's COLB Position: Q1 2026 in Review

Ritter Daniher Financial Advisory sold out of Columbia Banking Systems (COLB) in Q1 2026, closing a stake of 155 shares — an estimated $4.33K sold.

Ritter Daniher Financial Advisory first reported a position in COLB in Q3 2025 and held it in 2 quarters. The position peaked at $4.33K in Q4 2025. 526 funds tracked by Wall St. Rank hold COLB as of Q1 2026.

  • Ritter Daniher Financial Advisory reported no remaining Columbia Banking Systems position as of Q1 2026 after selling out during the quarter.
  • Ritter Daniher Financial Advisory sold 155 Columbia Banking Systems shares in Q1 2026, an estimated $4.33K.
  • Ritter Daniher Financial Advisory first reported a position in Columbia Banking Systems in Q3 2025 and held it in 2 quarters.
  • Ritter Daniher Financial Advisory's Columbia Banking Systems position peaked at $4.33K in Q4 2025.
  • 526 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q1 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q1 2026, filed 6 May 2026.