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TRUE Private Wealth Advisors’s Columbia Banking Systems COLB Stock Holding History

TRUE Private Wealth 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 		$385K Sell
12,014
-2,994
-20% -$88.9K 0.03% 203
2026
Q1 		$412K Buy
15,008
+1,502
+11% +$43.4K 0.04% 183
2025
Q4 		$378K Buy
13,506
+180
+1% +$4.87K 0.04% 190
2025
Q3 		$343K Buy
13,326
+195
+1% +$4.95K 0.04% 193
2025
Q2 		$307K Sell
13,131
-551
-4% -$12.8K 0.03% 203
2025
Q1 		$341K Buy
13,682
+54
+0.4% +$1.44K 0.04% 169
2024
Q4 		$368K Buy
13,628
+2
+0% +$57 0.04% 159
2024
Q3 		$356K Sell
13,626
-800
-6% -$19.1K 0.04% 153
2024
Q2 		$287K Sell
14,426
-10,930
-43% -$208K 0.03% 229
2024
Q1 		$490K Sell
25,356
-188
-0.7% -$3.87K 0.06% 165
2023
Q4 		$682K Sell
25,544
-2,154
-8% -$47.9K 0.09% 122
2023
Q3 		$562K Sell
27,698
-187
-0.7% -$3.9K 0.08% 130
2023
Q2 		$566K Buy
27,885
+7,289
+35% +$154K 0.08% 120
2023
Q1 		$441K Buy
+20,596
New +$572K 0.07% 135
2021
Q1 		– Sell
-2,579
Closed -$92K – 319
2020
Q4 		$92K Hold
2,579
– – 0.02% 282
2020
Q3 		$61K Hold
2,579
– – 0.01% 310
2020
Q2 		$73K Buy
2,579
+200
+8% +$5.1K 0.01% 283
2020
Q1 		$63K Hold
2,379
– – 0.01% 262
2019
Q4 		$96K Buy
+2,379
New +$92.6K 0.01% 296
2019
Q3 		– Sell
-2,379
Closed -$86K – 312
2019
Q2 		$86K Buy
+2,379
New +$84.2K 0.01% 282
2019
Q1 		– Sell
-6,282
Closed -$227K – 212
2018
Q4 		$227K Hold
6,282
– – 0.04% 211
2018
Q3 		$244K Hold
6,282
– – 0.03% 243
2018
Q2 		$256K Hold
6,282
– – 0.04% 231
2018
Q1 		$263K Hold
6,282
– – 0.05% 198
2017
Q4 		$272K Buy
+6,282
New +$274K 0.05% 189

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

TRUE Private Wealth Advisors's COLB Position: Q2 2026 in Review

TRUE Private Wealth Advisors reduced its Columbia Banking Systems (COLB) stake by 20% in Q2 2026, selling an estimated $88.9K and leaving 12,014 shares worth $385K. The position accounts for 0.03% of the portfolio, ranked #203.

TRUE Private Wealth Advisors first reported a position in COLB in Q4 2017 and has held it in 25 quarters since. The position peaked at $682K in Q4 2023. 551 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • TRUE Private Wealth Advisors held 12,014 shares of Columbia Banking Systems worth $385K as of Q2 2026.
  • TRUE Private Wealth Advisors sold 2,994 Columbia Banking Systems shares in Q2 2026, an estimated $88.9K.
  • Columbia Banking Systems made up 0.03% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #203 holding.
  • TRUE Private Wealth Advisors first reported a position in Columbia Banking Systems in Q4 2017 and has held it in 25 quarters since.
  • TRUE Private Wealth Advisors's Columbia Banking Systems position peaked at $682K in Q4 2023.
  • 551 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.