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Root Financial Partners’s Columbia Banking Systems COLB Stock Holding History

Root Financial Partners’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 		– Sell
-750
Closed -$20.6K – 986
2026
Q1 		$20.6K Buy
750
+76
+11% +$2.2K ﹤0.01% 1314
2025
Q4 		$18.8K Sell
674
-156
-19% -$4.22K ﹤0.01% 1216
2025
Q3 		$21.4K Buy
+830
New +$21.1K ﹤0.01% 1085

Other funds holding COLB

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Root Financial Partners's COLB Position: Q2 2026 in Review

Root Financial Partners sold out of Columbia Banking Systems (COLB) in Q2 2026, closing a stake of 750 shares — an estimated $20.6K sold.

Root Financial Partners first reported a position in COLB in Q3 2025 and held it in 3 quarters. The position peaked at $21.4K in Q3 2025. 167 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • Root Financial Partners reported no remaining Columbia Banking Systems position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 750 Columbia Banking Systems shares in Q2 2026, an estimated $20.6K.
  • Root Financial Partners first reported a position in Columbia Banking Systems in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Columbia Banking Systems position peaked at $21.4K in Q3 2025.
  • 167 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.