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Summit Securities Group’s Columbia Banking Systems COLB Stock Holding History

Summit Securities 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
2025
Q2 		– Sell
-828
Closed -$20.6K – 1138
2025
Q1 		$20.6K Buy
+828
New +$22.1K ﹤0.01% 460
2024
Q4 		– Sell
-416
Closed -$11K – 682
2024
Q3 		$11K Buy
+416
New +$9.91K ﹤0.01% 367
2013
Q3 		– Sell
-100
Closed -$2K – 444
2013
Q2 		$2K Buy
+100
New +$2.17K ﹤0.01% 476

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Securities Group's COLB Position: Q2 2025 in Review

Summit Securities Group sold out of Columbia Banking Systems (COLB) in Q2 2025, closing a stake of 828 shares — an estimated $20.6K sold.

Summit Securities Group first reported a position in COLB in Q2 2013 and held it in 3 quarters. The position peaked at $20.6K in Q1 2025. 410 funds tracked by Wall St. Rank hold COLB as of Q2 2025.

  • Summit Securities Group reported no remaining Columbia Banking Systems position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 828 Columbia Banking Systems shares in Q2 2025, an estimated $20.6K.
  • Summit Securities Group first reported a position in Columbia Banking Systems in Q2 2013 and held it in 3 quarters.
  • Summit Securities Group's Columbia Banking Systems position peaked at $20.6K in Q1 2025.
  • 410 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.