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Sierra Ocean’s Columbia Banking Systems COLB Stock Holding History

Sierra Ocean’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
Q2 		– Sell
-201
Closed -$5.01K – 1054
2025
Q1 		$5.01K Hold
201
– – ﹤0.01% 590
2024
Q4 		$5.43K Buy
+201
New +$5.76K ﹤0.01% 572

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sierra Ocean's COLB Position: Q2 2025 in Review

Sierra Ocean sold out of Columbia Banking Systems (COLB) in Q2 2025, closing a stake of 201 shares — an estimated $5.01K sold.

Sierra Ocean first reported a position in COLB in Q4 2024 and held it in 2 quarters. The position peaked at $5.43K in Q4 2024. 410 funds tracked by Wall St. Rank hold COLB as of Q2 2025.

  • Sierra Ocean reported no remaining Columbia Banking Systems position as of Q2 2025 after selling out during the quarter.
  • Sierra Ocean sold 201 Columbia Banking Systems shares in Q2 2025, an estimated $5.01K.
  • Sierra Ocean first reported a position in Columbia Banking Systems in Q4 2024 and held it in 2 quarters.
  • Sierra Ocean's Columbia Banking Systems position peaked at $5.43K in Q4 2024.
  • 410 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2025.

Based on Sierra Ocean's 13F filing for Q2 2025, filed 7 Aug 2025.