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Van Hulzen Asset Management’s Columbia Banking Systems COLB Stock Holding History

Van Hulzen Asset 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
Q1 		– Sell
-1,509
Closed -$40.8K – 456
2024
Q4 		$40.8K Buy
+1,509
New +$43.3K ﹤0.01% 547
2023
Q2 		– Sell
-9,504
Closed -$204K – 309
2023
Q1 		$204K Buy
+9,504
New +$264K 0.02% 281

Other funds holding COLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Van Hulzen Asset Management's COLB Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Columbia Banking Systems (COLB) in Q1 2025, closing a stake of 1,509 shares — an estimated $40.8K sold.

Van Hulzen Asset Management first reported a position in COLB in Q1 2023 and held it in 2 quarters. The position peaked at $204K in Q1 2023. 398 funds tracked by Wall St. Rank hold COLB as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Columbia Banking Systems position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 1,509 Columbia Banking Systems shares in Q1 2025, an estimated $40.8K.
  • Van Hulzen Asset Management first reported a position in Columbia Banking Systems in Q1 2023 and held it in 2 quarters.
  • Van Hulzen Asset Management's Columbia Banking Systems position peaked at $204K in Q1 2023.
  • 398 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.