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

Wealth Preservation 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 		– Sell
-120
Closed -$3.35K – 1056
2025
Q4 		$3.35K Buy
120
+38
+46% +$1.03K ﹤0.01% 444
2025
Q3 		$2.11K Hold
82
– – ﹤0.01% 490
2025
Q2 		$1.92K Hold
82
– – ﹤0.01% 493
2025
Q1 		$2.04K Buy
+82
New +$2.18K ﹤0.01% 468

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wealth Preservation Advisors's COLB Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Columbia Banking Systems (COLB) in Q1 2026, closing a stake of 120 shares — an estimated $3.35K sold.

Wealth Preservation Advisors first reported a position in COLB in Q1 2025 and held it in 4 quarters. The position peaked at $3.35K in Q4 2025. 526 funds tracked by Wall St. Rank hold COLB as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Columbia Banking Systems position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 120 Columbia Banking Systems shares in Q1 2026, an estimated $3.35K.
  • Wealth Preservation Advisors first reported a position in Columbia Banking Systems in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's Columbia Banking Systems position peaked at $3.35K in Q4 2025.
  • 526 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q1 2026.

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