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Root Financial Partners’s Columbia Sportswear COLM Stock Holding History

Root Financial Partners’s Portfolio COLM Stock Details COLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-292
Closed -$16K – 987
2026
Q1 		$16K Buy
292
+220
+306% +$12.7K ﹤0.01% 1445
2025
Q4 		$3.97K Buy
72
+28
+64% +$1.5K ﹤0.01% 1832
2025
Q3 		$2.3K Buy
+44
New +$2.47K ﹤0.01% 1933

Other funds holding COLM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Root Financial Partners sold out of Columbia Sportswear (COLM) in Q2 2026, closing a stake of 292 shares — an estimated $16K sold.

Root Financial Partners first reported a position in COLM in Q3 2025 and held it in 3 quarters. The position peaked at $16K in Q1 2026. 325 funds tracked by Wall St. Rank hold COLM as of Q2 2026.

  • Root Financial Partners reported no remaining Columbia Sportswear position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 292 Columbia Sportswear shares in Q2 2026, an estimated $16K.
  • Root Financial Partners first reported a position in Columbia Sportswear in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Columbia Sportswear position peaked at $16K in Q1 2026.
  • 325 funds tracked by Wall St. Rank held Columbia Sportswear as of Q2 2026.

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