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Wealthspire Advisors (New York)’s Columbia Banking Systems COLB Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-1,604
Closed -$41.3K – 1401
2025
Q3 		$41.3K Buy
+1,604
New +$40.7K ﹤0.01% 1322

Other funds holding COLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealthspire Advisors (New York)'s COLB Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Columbia Banking Systems (COLB) in Q4 2025, closing a stake of 1,604 shares — an estimated $41.3K sold.

Wealthspire Advisors (New York) first reported a position in COLB in Q3 2025 and held it in 1 quarter. The position peaked at $41.3K in Q3 2025. 504 funds tracked by Wall St. Rank hold COLB as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Columbia Banking Systems position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,604 Columbia Banking Systems shares in Q4 2025, an estimated $41.3K.
  • Wealthspire Advisors (New York) first reported a position in Columbia Banking Systems in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Columbia Banking Systems position peaked at $41.3K in Q3 2025.
  • 504 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.