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Vistica Wealth Advisors’s Columbia Banking Systems COLB Stock Holding History

Vistica 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 		$2.1M Buy
65,625
+86
+0.1% +$2.55K 1.82% 15
2026
Q1 		$1.8M Buy
65,539
+87
+0.1% +$2.52K 1.79% 16
2025
Q4 		$1.83M Buy
+65,452
New +$1.77M 1.82% 16

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

Vistica Wealth Advisors's COLB Position: Q2 2026 in Review

Vistica Wealth Advisors increased its Columbia Banking Systems (COLB) stake by 0.13% in Q2 2026, buying an estimated $2.55K and bringing the position to 65,625 shares worth $2.1M. The position accounts for 1.82% of the portfolio, ranked #15.

Vistica Wealth Advisors first reported a position in COLB in Q4 2025 and has held it in 3 quarters since. 553 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • Vistica Wealth Advisors held 65,625 shares of Columbia Banking Systems worth $2.1M as of Q2 2026.
  • Vistica Wealth Advisors bought 86 Columbia Banking Systems shares in Q2 2026, an estimated $2.55K.
  • Columbia Banking Systems made up 1.82% of Vistica Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • Vistica Wealth Advisors first reported a position in Columbia Banking Systems in Q4 2025 and has held it in 3 quarters since.
  • 553 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Vistica Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.