Root Financial Partners
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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
Q3 		$34.1K Buy
+1,194
New +$37K ﹤0.01% 1275
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

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Root Financial Partners's COLB Position: Q3 2026 in Review

Root Financial Partners opened a new position in Columbia Banking Systems (COLB) in Q3 2026: 1,194 shares worth $34.1K. The stake represents ﹤0.01% of the portfolio and ranks #1275 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in COLB as recently as Q1 2026.

Root Financial Partners first reported a position in COLB in Q3 2025 and has held it in 4 quarters since. 344 funds tracked by Wall St. Rank hold COLB as of Q3 2026.

  • Root Financial Partners held 1,194 shares of Columbia Banking Systems worth $34.1K as of Q3 2026.
  • Columbia Banking Systems was a new Root Financial Partners position in Q3 2026.
  • Columbia Banking Systems made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1275 holding.
  • Root Financial Partners first reported a position in Columbia Banking Systems in Q3 2025 and has held it in 4 quarters since.
  • 344 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.