Wealth Enhancement Advisory Services’s Columbia Banking Systems COLB Stock Holding History

Wealth Enhancement Advisory Services’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	$1.61M	Sell	50,249 -11,520	-19%	-$342K	﹤0.01%	1723
2026 Q1	$1.71M	Sell	61,769 -9,088	-13%	-$263K	﹤0.01%	1485
2025 Q4	$2.05M	Buy	70,857 +3,251	+5%	+$88K	﹤0.01%	1505
2025 Q3	$1.77M	Buy	67,606 +22,280	+49%	+$566K	﹤0.01%	1518
2025 Q2	$1.16M	Buy	45,326 +4,374	+11%	+$101K	﹤0.01%	1661
2025 Q1	$1.02M	Buy	40,952 +1,548	+4%	+$41.2K	﹤0.01%	1591
2024 Q4	$1.06M	Buy	39,404 +692	+2%	+$19.8K	﹤0.01%	1505
2024 Q3	$1.01M	Buy	38,712 +3,300	+9%	+$78.6K	﹤0.01%	1387
2024 Q2	$704K	Sell	35,412 -2,269	-6%	-$43.1K	﹤0.01%	1446
2024 Q1	$729K	Buy	37,681 +4,551	+14%	+$93.6K	﹤0.01%	1378
2023 Q4	$884K	Buy	33,130 +3,282	+11%	+$72.9K	﹤0.01%	1223
2023 Q3	$606K	Buy	+29,848	New	+$623K	﹤0.01%	1325

Other funds holding COLB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wealth Enhancement Advisory Services's COLB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Columbia Banking Systems (COLB) stake by 19% in Q2 2026, selling an estimated $342K and leaving 50,249 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1723.

Wealth Enhancement Advisory Services first reported a position in COLB in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.05M in Q4 2025. 554 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

Wealth Enhancement Advisory Services held 50,249 shares of Columbia Banking Systems worth $1.61M as of Q2 2026.
Wealth Enhancement Advisory Services sold 11,520 Columbia Banking Systems shares in Q2 2026, an estimated $342K.
Columbia Banking Systems made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1723 holding.
Wealth Enhancement Advisory Services first reported a position in Columbia Banking Systems in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Columbia Banking Systems position peaked at $2.05M in Q4 2025.
554 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.