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Sowell Financial Services’s Columbia Banking Systems COLB Stock Holding History

Sowell Financial Services’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 		$2.01M Sell
62,697
-3,247
-5% -$96.4K 0.07% 311
2026
Q1 		$1.81M Sell
65,944
-6,583
-9% -$190K 0.07% 309
2025
Q4 		$2.03M Sell
72,527
-1,271
-2% -$34.4K 0.07% 273
2025
Q3 		$1.9M Buy
73,798
+2,864
+4% +$72.7K 0.07% 290
2025
Q2 		$1.66M Sell
70,934
-392
-0.5% -$9.09K 0.07% 302
2025
Q1 		$1.78M Buy
71,326
+438
+0.6% +$11.7K 0.08% 263
2024
Q4 		$1.91M Buy
70,888
+1,810
+3% +$51.9K 0.1% 218
2024
Q3 		$1.8M Buy
69,078
+390
+0.6% +$9.29K 0.08% 257
2024
Q2 		$1.37M Sell
68,688
-2,238
-3% -$42.5K 0.07% 286
2024
Q1 		$1.37M Buy
70,926
+21,160
+43% +$435K 0.06% 296
2023
Q4 		$1.33M Buy
49,766
+14,160
+40% +$315K 0.07% 285
2023
Q3 		$723K Buy
35,606
+2,089
+6% +$43.6K 0.05% 354
2023
Q2 		$680K Buy
33,517
+13,231
+65% +$279K 0.04% 415
2023
Q1 		$435K Buy
20,286
+9,965
+97% +$277K 0.03% 471
2022
Q4 		$311K Buy
10,321
+3
+0% +$95 0.02% 479
2022
Q3 		$298K Buy
10,318
+2
+0% +$60 0.03% 371
2022
Q2 		$296K Buy
+10,316
New +$304K 0.03% 257
2021
Q2 		– Sell
-7,728
Closed -$345K – 946
2021
Q1 		$345K Buy
7,728
+4,168
+117% +$182K 0.01% 781
2020
Q4 		$128K Sell
3,560
-1,144
-24% -$35.5K 0.01% 1060
2020
Q3 		$112K Buy
4,704
+20
+0.4% +$552 0.01% 935
2020
Q2 		$133K Sell
4,684
-29
-0.6% -$739 0.01% 872
2020
Q1 		$126K Buy
4,713
+27
+0.6% +$949 0.01% 776
2019
Q4 		$191K Sell
4,686
-860
-16% -$33.5K 0.01% 727
2019
Q3 		$205K Buy
+5,546
New +$198K 0.02% 634
2019
Q1 		– Sell
-5,528
Closed -$201K – 577
2018
Q4 		$201K Sell
5,528
-389
-7% -$14.6K 0.03% 458
2018
Q3 		$229K Buy
+5,917
New +$246K 0.03% 309

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

Sowell Financial Services's COLB Position: Q2 2026 in Review

Sowell Financial Services reduced its Columbia Banking Systems (COLB) stake by 4.9% in Q2 2026, selling an estimated $96.4K and leaving 62,697 shares worth $2.01M. The position accounts for 0.07% of the portfolio, ranked #311.

Sowell Financial Services first reported a position in COLB in Q3 2018 and has held it in 26 quarters since. The position peaked at $2.03M in Q4 2025. 551 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • Sowell Financial Services held 62,697 shares of Columbia Banking Systems worth $2.01M as of Q2 2026.
  • Sowell Financial Services sold 3,247 Columbia Banking Systems shares in Q2 2026, an estimated $96.4K.
  • Columbia Banking Systems made up 0.07% of Sowell Financial Services's portfolio in Q2 2026, its #311 holding.
  • Sowell Financial Services first reported a position in Columbia Banking Systems in Q3 2018 and has held it in 26 quarters since.
  • Sowell Financial Services's Columbia Banking Systems position peaked at $2.03M in Q4 2025.
  • 551 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.