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Twin Peaks Wealth Advisors’s Columbia Banking Systems COLB Stock Holding History

Twin Peaks 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 		– Sell
-551
Closed -$15.1K – 631
2026
Q1 		$15.1K Buy
+551
New +$15.9K ﹤0.01% 835
2025
Q3 		– Sell
-102
Closed -$2.57K – 558
2025
Q2 		$2.57K Buy
+102
New +$2.37K ﹤0.01% 1551

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

Twin Peaks Wealth Advisors's COLB Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Columbia Banking Systems (COLB) in Q2 2026, closing a stake of 551 shares — an estimated $15.1K sold.

Twin Peaks Wealth Advisors first reported a position in COLB in Q2 2025 and held it in 2 quarters. The position peaked at $15.1K in Q1 2026. 551 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Columbia Banking Systems position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 551 Columbia Banking Systems shares in Q2 2026, an estimated $15.1K.
  • Twin Peaks Wealth Advisors first reported a position in Columbia Banking Systems in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Columbia Banking Systems position peaked at $15.1K in Q1 2026.
  • 551 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.