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Roehl & Yi Investment Advisors’s Columbia Banking Systems COLB Stock Holding History

Roehl & Yi Investment Advisors’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 		$317K Sell
9,906
-305
-3% -$9.06K 0.1% 149
2026
Q1 		$280K Hold
10,211
– – 0.11% 140
2025
Q4 		$285K Sell
10,211
-13,084
-56% -$354K 0.11% 133
2025
Q3 		$600K Sell
23,295
-11,390
-33% -$289K 0.26% 81
2025
Q2 		$811K Sell
34,685
-9,573
-22% -$222K 0.42% 55
2025
Q1 		$1.1M Sell
44,258
-28
-0.1% -$746 0.6% 30
2024
Q4 		$1.2M Buy
+44,286
New +$1.27M 0.66% 28

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Roehl & Yi Investment Advisors's COLB Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its Columbia Banking Systems (COLB) stake by 3% in Q2 2026, selling an estimated $9.06K and leaving 9,906 shares worth $317K. The position accounts for 0.1% of the portfolio, ranked #149.

Roehl & Yi Investment Advisors first reported a position in COLB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.2M in Q4 2024. 552 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • Roehl & Yi Investment Advisors held 9,906 shares of Columbia Banking Systems worth $317K as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 305 Columbia Banking Systems shares in Q2 2026, an estimated $9.06K.
  • Columbia Banking Systems made up 0.1% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #149 holding.
  • Roehl & Yi Investment Advisors first reported a position in Columbia Banking Systems in Q4 2024 and has held it in 7 quarters since.
  • Roehl & Yi Investment Advisors's Columbia Banking Systems position peaked at $1.2M in Q4 2024.
  • 552 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.