TAFW
COLB icon

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
Q2 		$1.02M Sell
31,968
-496
-2% -$14.7K 0.31% 86
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 $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 $3.38T AUM 44.17% 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

Tred Avon Family Wealth's COLB Position: Q2 2026 in Review

Tred Avon Family Wealth reduced its Columbia Banking Systems (COLB) stake by 1.5% in Q2 2026, selling an estimated $14.7K and leaving 31,968 shares worth $1.02M. The position accounts for 0.31% of the portfolio, ranked #86.

Tred Avon Family Wealth first reported a position in COLB in Q3 2025 and has held it in 4 quarters since. 556 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • Tred Avon Family Wealth held 31,968 shares of Columbia Banking Systems worth $1.02M as of Q2 2026.
  • Tred Avon Family Wealth sold 496 Columbia Banking Systems shares in Q2 2026, an estimated $14.7K.
  • Columbia Banking Systems made up 0.31% of Tred Avon Family Wealth's portfolio in Q2 2026, its #86 holding.
  • Tred Avon Family Wealth first reported a position in Columbia Banking Systems in Q3 2025 and has held it in 4 quarters since.
  • 556 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.