Robertson Stephens Wealth Management’s Columbia Banking Systems COLB Stock Holding History

Robertson Stephens Wealth Management’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	$298K	Sell	9,293 -89	-0.9%	-$2.64K	0.01%	524
2026 Q1	$257K	Sell	9,382 -8	-0.1%	-$231	0.01%	539
2025 Q4	$262K	Buy	9,390 +1	+0%	+$27	0.01%	543
2025 Q3	$242K	Buy	9,389 +248	+3%	+$6.3K	0.01%	483
2025 Q2	$214K	Buy	+9,141	New	+$212K	0.01%	523
2022 Q4	–	Sell	-7,645	Closed	-$220K	–	410
2022 Q3	$220K	Hold	7,645	–	–	0.02%	326
2022 Q2	$219K	Hold	7,645	–	–	0.02%	344
2022 Q1	$246K	Hold	7,645	–	–	0.02%	350
2021 Q4	$250K	Hold	7,645	–	–	0.02%	346
2021 Q3	$290K	Hold	7,645	–	–	0.03%	261
2021 Q2	$294K	Hold	7,645	–	–	0.04%	267
2021 Q1	$329K	Hold	7,645	–	–	0.05%	220
2020 Q4	$274K	Sell	7,645 -1,000	-12%	-$31K	0.06%	204
2020 Q3	$206K	Hold	8,645	–	–	0.05%	228
2020 Q2	$245K	Hold	8,645	–	–	0.07%	162
2020 Q1	$232K	Buy	+8,645	New	+$304K	0.08%	159

Other funds holding COLB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Robertson Stephens Wealth Management's COLB Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Columbia Banking Systems (COLB) stake by 0.95% in Q2 2026, selling an estimated $2.64K and leaving 9,293 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #524.

Robertson Stephens Wealth Management first reported a position in COLB in Q1 2020 and has held it in 16 quarters since. The position peaked at $329K in Q1 2021. 556 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

Robertson Stephens Wealth Management held 9,293 shares of Columbia Banking Systems worth $298K as of Q2 2026.
Robertson Stephens Wealth Management sold 89 Columbia Banking Systems shares in Q2 2026, an estimated $2.64K.
Columbia Banking Systems made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #524 holding.
Robertson Stephens Wealth Management first reported a position in Columbia Banking Systems in Q1 2020 and has held it in 16 quarters since.
Robertson Stephens Wealth Management's Columbia Banking Systems position peaked at $329K in Q1 2021.
556 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.