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Sequoia Financial Advisors’s Columbia Banking Systems COLB Stock Holding History

Sequoia Financial Advisors’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 		$487K Sell
15,191
-174
-1% -$5.17K ﹤0.01% 1358
2026
Q1 		$421K Sell
15,365
-7,734
-33% -$224K ﹤0.01% 1372
2025
Q4 		$646K Buy
23,099
+8,929
+63% +$242K ﹤0.01% 1127
2025
Q3 		$365K Buy
14,170
+1,826
+15% +$46.4K ﹤0.01% 1294
2025
Q2 		$289K Buy
+12,344
New +$286K ﹤0.01% 1283

Other funds holding COLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Sequoia Financial Advisors's COLB Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Columbia Banking Systems (COLB) stake by 1.1% in Q2 2026, selling an estimated $5.17K and leaving 15,191 shares worth $487K. The position accounts for ﹤0.01% of the portfolio, ranked #1358.

Sequoia Financial Advisors first reported a position in COLB in Q2 2025 and has held it in 5 quarters since. The position peaked at $646K in Q4 2025. 551 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • Sequoia Financial Advisors held 15,191 shares of Columbia Banking Systems worth $487K as of Q2 2026.
  • Sequoia Financial Advisors sold 174 Columbia Banking Systems shares in Q2 2026, an estimated $5.17K.
  • Columbia Banking Systems made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1358 holding.
  • Sequoia Financial Advisors first reported a position in Columbia Banking Systems in Q2 2025 and has held it in 5 quarters since.
  • Sequoia Financial Advisors's Columbia Banking Systems position peaked at $646K in Q4 2025.
  • 551 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.