STA
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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
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

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BlackRock New York $5.7T 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return