Sachetta’s Columbia Banking Systems COLB Stock Holding History

Sachetta’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	$6.38K	Buy	199 +15	+8%	+$445	﹤0.01%	581
2026 Q1	$5.05K	Buy	184 +90	+96%	+$2.6K	﹤0.01%	658
2025 Q4	$2.63K	Hold	94	–	–	﹤0.01%	690
2025 Q3	$2.42K	Buy	94 +25	+36%	+$635	﹤0.01%	773
2025 Q2	$1.61K	Sell	69 -27	-28%	-$626	﹤0.01%	867
2025 Q1	$2.4K	Hold	96	–	–	﹤0.01%	747
2024 Q4	$2.59K	Hold	96	–	–	﹤0.01%	764
2024 Q3	$2.51K	Hold	96	–	–	﹤0.01%	817
2024 Q2	$2.52K	Buy	+96	New	+$1.82K	﹤0.01%	767

Other funds holding COLB

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return