Spire Wealth Management’s Columbia Banking Systems COLB Stock Holding History

Spire Wealth 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
2026 Q2	$2.6K	Hold	81	–	–	﹤0.01%	1960
2026 Q1	$2.22K	Hold	81	–	–	﹤0.01%	2027
2025 Q4	$2.26K	Hold	81	–	–	﹤0.01%	2074
2025 Q3	$2.08K	Buy	81 +5	+7%	+$127	﹤0.01%	2151
2025 Q2	$1.78K	Sell	76 -7	-8%	-$162	﹤0.01%	2196
2025 Q1	$2.07K	Hold	83	–	–	﹤0.01%	2272
2024 Q4	$2.24K	Hold	83	–	–	﹤0.01%	2231
2024 Q3	$2.17K	Hold	83	–	–	﹤0.01%	1993
2024 Q2	$1.65K	Sell	83 -59	-42%	-$1.12K	﹤0.01%	2042
2024 Q1	$2.75K	Buy	142 +95	+202%	+$1.96K	﹤0.01%	2037
2023 Q4	$1.17K	Hold	47	–	–	﹤0.01%	2240
2023 Q3	$954	Buy	+47	New	+$981	﹤0.01%	2258

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