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Waverly Advisors’s Columbia Banking Systems COLB Stock Holding History

Waverly 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
Q1 		$767K Buy
27,945
+40
+0.1% +$1.16K 0.01% 917
2025
Q4 		$780K Buy
+27,905
New +$755K 0.01% 840

Other funds holding COLB

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Waverly Advisors's COLB Position: Q1 2026 in Review

Waverly Advisors increased its Columbia Banking Systems (COLB) stake by 0.14% in Q1 2026, buying an estimated $1.16K and bringing the position to 27,945 shares worth $767K. The position accounts for 0.01% of the portfolio, ranked #917.

Waverly Advisors first reported a position in COLB in Q4 2025 and has held it in 2 quarters since. The position peaked at $780K in Q4 2025. 524 funds tracked by Wall St. Rank hold COLB as of Q1 2026.

  • Waverly Advisors held 27,945 shares of Columbia Banking Systems worth $767K as of Q1 2026.
  • Waverly Advisors bought 40 Columbia Banking Systems shares in Q1 2026, an estimated $1.16K.
  • Columbia Banking Systems made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #917 holding.
  • Waverly Advisors first reported a position in Columbia Banking Systems in Q4 2025 and has held it in 2 quarters since.
  • Waverly Advisors's Columbia Banking Systems position peaked at $780K in Q4 2025.
  • 524 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.