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Tortoise Investment Management’s Columbia Banking Systems COLB Stock Holding History

Tortoise Investment Management’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
Q4 		– Sell
-2
Closed -$51 – 472
2025
Q3 		$51 Buy
+2
New +$51 ﹤0.01% 1500

Other funds holding COLB

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Tortoise Investment Management's COLB Position: Q4 2025 in Review

Tortoise Investment Management sold out of Columbia Banking Systems (COLB) in Q4 2025, closing a stake of 2 shares — an estimated $51 sold.

Tortoise Investment Management first reported a position in COLB in Q3 2025 and held it in 1 quarter. The position peaked at $51 in Q3 2025. 503 funds tracked by Wall St. Rank hold COLB as of Q4 2025.

  • Tortoise Investment Management reported no remaining Columbia Banking Systems position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 2 Columbia Banking Systems shares in Q4 2025, an estimated $51.
  • Tortoise Investment Management first reported a position in Columbia Banking Systems in Q3 2025 and held it in 1 quarter.
  • Tortoise Investment Management's Columbia Banking Systems position peaked at $51 in Q3 2025.
  • 503 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.