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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

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

Spire Wealth Management's COLB Position: Q2 2026 in Review

Spire Wealth Management held its Columbia Banking Systems (COLB) position steady in Q2 2026 at 81 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1960.

Spire Wealth Management first reported a position in COLB in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.75K in Q1 2024. 555 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • Spire Wealth Management held 81 shares of Columbia Banking Systems worth $2.6K as of Q2 2026.
  • Spire Wealth Management left its Columbia Banking Systems share count unchanged in Q2 2026.
  • Columbia Banking Systems made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1960 holding.
  • Spire Wealth Management first reported a position in Columbia Banking Systems in Q3 2023 and has held it in 12 quarters since.
  • Spire Wealth Management's Columbia Banking Systems position peaked at $2.75K in Q1 2024.
  • 555 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.