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Steward Partners Investment Advisory’s Columbia Banking Systems COLB Stock Holding History

Steward Partners Investment Advisory’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 		$145K Buy
4,529
+1,854
+69% +$55.1K ﹤0.01% 2402
2026
Q1 		$73.4K Buy
2,675
+2,204
+468% +$63.7K ﹤0.01% 2567
2025
Q4 		$13.2K Sell
471
-7,949
-94% -$215K ﹤0.01% 3325
2025
Q3 		$217K Buy
8,420
+448
+6% +$11.4K ﹤0.01% 1829
2025
Q2 		$186K Sell
7,972
-2,301
-22% -$53.3K ﹤0.01% 1798
2025
Q1 		$256K Sell
10,273
-275
-3% -$7.33K ﹤0.01% 1526
2024
Q4 		$285K Sell
10,548
-984
-9% -$28.2K ﹤0.01% 1436
2024
Q3 		$301K Buy
11,532
+3,122
+37% +$74.4K ﹤0.01% 1330
2024
Q2 		$167K Sell
8,410
-3,029
-26% -$57.6K ﹤0.01% 1527
2024
Q1 		$221K Sell
11,439
-1,888
-14% -$38.8K ﹤0.01% 1387
2023
Q4 		$356K Buy
13,327
+5,752
+76% +$128K ﹤0.01% 1142
2023
Q3 		$154K Buy
7,575
+7,562
+58,169% +$158K ﹤0.01% 1399
2023
Q2 		$264 Buy
+13
New +$275 ﹤0.01% 3225
2018
Q4 		– Sell
-103
Closed -$4K – 1010
2018
Q3 		$4K Buy
+103
New +$4.28K ﹤0.01% 2179

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

Steward Partners Investment Advisory's COLB Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Columbia Banking Systems (COLB) stake by 69% in Q2 2026, buying an estimated $55.1K and bringing the position to 4,529 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #2402.

Steward Partners Investment Advisory first reported a position in COLB in Q3 2018 and has held it in 14 quarters since. The position peaked at $356K in Q4 2023. 551 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • Steward Partners Investment Advisory held 4,529 shares of Columbia Banking Systems worth $145K as of Q2 2026.
  • Steward Partners Investment Advisory bought 1,854 Columbia Banking Systems shares in Q2 2026, an estimated $55.1K.
  • Columbia Banking Systems made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2402 holding.
  • Steward Partners Investment Advisory first reported a position in Columbia Banking Systems in Q3 2018 and has held it in 14 quarters since.
  • Steward Partners Investment Advisory's Columbia Banking Systems position peaked at $356K in Q4 2023.
  • 551 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.