Root Financial Partners
COLM icon

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
Q3 		$16K Buy
+278
New +$16.5K ﹤0.01% 1670
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

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Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Squarepoint
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

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

Root Financial Partners opened a new position in Columbia Sportswear (COLM) in Q3 2026: 278 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #1670 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in COLM as recently as Q1 2026.

Root Financial Partners first reported a position in COLM in Q3 2025 and has held it in 4 quarters since. The position peaked at $16K in Q1 2026. 211 funds tracked by Wall St. Rank hold COLM as of Q3 2026.

  • Root Financial Partners held 278 shares of Columbia Sportswear worth $16K as of Q3 2026.
  • Columbia Sportswear was a new Root Financial Partners position in Q3 2026.
  • Columbia Sportswear made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1670 holding.
  • Root Financial Partners first reported a position in Columbia Sportswear in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Columbia Sportswear position peaked at $16K in Q1 2026.
  • 211 funds tracked by Wall St. Rank held Columbia Sportswear as of Q3 2026.

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