Wealth Enhancement Advisory Services
COLB icon

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

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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. 94 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.
  • 94 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.