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Shell Asset Management’s Columbia Banking Systems COLB Stock Holding History

Shell Asset Management’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
2025
Q3 		$33K Sell
1,290
-2,277
-64% -$57.8K ﹤0.01% 968
2025
Q2 		$83K Sell
3,567
-396
-10% -$9.18K ﹤0.01% 1040
2025
Q1 		$99K Sell
3,963
-173
-4% -$4.61K ﹤0.01% 1021
2024
Q4 		$112K Hold
4,136
– – ﹤0.01% 1026
2024
Q3 		$108K Buy
+4,136
New +$98.5K ﹤0.01% 1033
2024
Q1 		$87K Sell
4,378
-503
-10% -$10.3K ﹤0.01% 1055
2023
Q4 		$130K Sell
4,881
-1,473
-23% -$32.7K 0.01% 991
2023
Q3 		$129K Sell
6,354
-99
-2% -$2.07K 0.01% 1029
2023
Q2 		$131K Sell
6,453
-37
-0.6% -$781 0.01% 1056
2023
Q1 		$139K Buy
+6,490
New +$180K 0.01% 1031

Other funds holding COLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Shell Asset Management's COLB Position: Q3 2025 in Review

Shell Asset Management reduced its Columbia Banking Systems (COLB) stake by 64% in Q3 2025, selling an estimated $57.8K and leaving 1,290 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #968.

Shell Asset Management first reported a position in COLB in Q1 2023 and has held it in 10 quarters since. The position peaked at $139K in Q1 2023. 475 funds tracked by Wall St. Rank hold COLB as of Q3 2025.

  • Shell Asset Management held 1,290 shares of Columbia Banking Systems worth $33K as of Q3 2025.
  • Shell Asset Management sold 2,277 Columbia Banking Systems shares in Q3 2025, an estimated $57.8K.
  • Columbia Banking Systems made up ﹤0.01% of Shell Asset Management's portfolio in Q3 2025, its #968 holding.
  • Shell Asset Management first reported a position in Columbia Banking Systems in Q1 2023 and has held it in 10 quarters since.
  • Shell Asset Management's Columbia Banking Systems position peaked at $139K in Q1 2023.
  • 475 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.