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Tred Avon Family Wealth’s Columbia Banking Systems COLB Stock Holding History

Tred Avon Family Wealth’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 		$890K Buy
32,464
+3,682
+13% +$106K 0.3% 99
2025
Q4 		$804K Sell
28,782
-906
-3% -$24.5K 0.26% 111
2025
Q3 		$764K Buy
+29,688
New +$754K 0.26% 109

Other funds holding COLB

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Tred Avon Family Wealth's COLB Position: Q1 2026 in Review

Tred Avon Family Wealth increased its Columbia Banking Systems (COLB) stake by 13% in Q1 2026, buying an estimated $106K and bringing the position to 32,464 shares worth $890K. The position accounts for 0.3% of the portfolio, ranked #99.

Tred Avon Family Wealth first reported a position in COLB in Q3 2025 and has held it in 3 quarters since. 525 funds tracked by Wall St. Rank hold COLB as of Q1 2026.

  • Tred Avon Family Wealth held 32,464 shares of Columbia Banking Systems worth $890K as of Q1 2026.
  • Tred Avon Family Wealth bought 3,682 Columbia Banking Systems shares in Q1 2026, an estimated $106K.
  • Columbia Banking Systems made up 0.3% of Tred Avon Family Wealth's portfolio in Q1 2026, its #99 holding.
  • Tred Avon Family Wealth first reported a position in Columbia Banking Systems in Q3 2025 and has held it in 3 quarters since.
  • 525 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.