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Steward Financial Group’s Columbia Banking Systems COLB Stock Holding History

Steward Financial Group’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
2023
Q3 		$1K Buy
+84
New +$1.75K ﹤0.01% 1122
2022
Q3 		– Sell
-37
Closed -$1K – 343
2022
Q2 		$1K Buy
+37
New +$1.09K ﹤0.01% 700

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Steward Financial Group's COLB Position: Q3 2023 in Review

Steward Financial Group opened a new position in Columbia Banking Systems (COLB) in Q3 2023: 84 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1122 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in COLB as recently as Q2 2022.

Steward Financial Group first reported a position in COLB in Q2 2022 and has held it in 2 quarters since. 333 funds tracked by Wall St. Rank hold COLB as of Q3 2023.

  • Steward Financial Group held 84 shares of Columbia Banking Systems worth $1K as of Q3 2023.
  • Columbia Banking Systems was a new Steward Financial Group position in Q3 2023.
  • Columbia Banking Systems made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1122 holding.
  • Steward Financial Group first reported a position in Columbia Banking Systems in Q2 2022 and has held it in 2 quarters since.
  • 333 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.