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Summit Trail Advisors’s Columbia Banking Systems COLB Stock Holding History

Summit Trail Advisors’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 		$3.24M Buy
100,970
+7,782
+8% +$231K 0.04% 325
2026
Q1 		$2.56M Buy
93,188
+9,222
+11% +$267K 0.04% 391
2025
Q4 		$2.35M Buy
83,966
+7,772
+10% +$210K 0.04% 322
2025
Q3 		$1.96M Buy
76,194
+45,946
+152% +$1.17M 0.03% 453
2025
Q2 		$707K Buy
+30,248
New +$701K 0.01% 593
2024
Q4 		– Sell
-16,454
Closed -$430K – 471
2024
Q3 		$430K Buy
16,454
+4,346
+36% +$104K 0.01% 440
2024
Q2 		$241K Buy
+12,108
New +$230K 0.01% 543
2018
Q1 		– Sell
-129
Closed -$6K – 689
2017
Q4 		$6K Buy
+129
New +$5.63K ﹤0.01% 1353

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

Summit Trail Advisors's COLB Position: Q2 2026 in Review

Summit Trail Advisors increased its Columbia Banking Systems (COLB) stake by 8.4% in Q2 2026, buying an estimated $231K and bringing the position to 100,970 shares worth $3.24M. The position accounts for 0.04% of the portfolio, ranked #325.

Summit Trail Advisors first reported a position in COLB in Q4 2017 and has held it in 8 quarters since. 555 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • Summit Trail Advisors held 100,970 shares of Columbia Banking Systems worth $3.24M as of Q2 2026.
  • Summit Trail Advisors bought 7,782 Columbia Banking Systems shares in Q2 2026, an estimated $231K.
  • Columbia Banking Systems made up 0.04% of Summit Trail Advisors's portfolio in Q2 2026, its #325 holding.
  • Summit Trail Advisors first reported a position in Columbia Banking Systems in Q4 2017 and has held it in 8 quarters since.
  • 555 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.