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West Oak Capital’s Columbia Banking Systems COLB Stock Holding History

West Oak Capital’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
Q3 		$28.2K Buy
+1,097
New +$27.9K 0.01% 178

Other funds holding COLB

Vanguard Group
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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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

West Oak Capital's COLB Position: Q3 2025 in Review

West Oak Capital opened a new position in Columbia Banking Systems (COLB) in Q3 2025: 1,097 shares worth $28.2K. The stake represents 0.01% of the portfolio and ranks #178 among its holdings.

475 funds tracked by Wall St. Rank hold COLB as of Q3 2025.

  • West Oak Capital held 1,097 shares of Columbia Banking Systems worth $28.2K as of Q3 2025.
  • Columbia Banking Systems was a new West Oak Capital position in Q3 2025.
  • Columbia Banking Systems made up 0.01% of West Oak Capital's portfolio in Q3 2025, its #178 holding.
  • 475 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.