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Whipplewood Advisors’s Columbia Banking Systems COLB Stock Holding History

Whipplewood 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
Q2 		– Sell
-12
Closed -$329 – 724
2026
Q1 		$329 Buy
+12
New +$347 ﹤0.01% 1006
2025
Q3 		– Sell
-12
Closed -$281 – 483
2025
Q2 		$281 Buy
12
+7
+140% +$162 ﹤0.01% 1159
2025
Q1 		$299 Sell
5
-7
-58% -$186 ﹤0.01% 1173
2024
Q4 		$324 Buy
+12
New +$344 ﹤0.01% 1145

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

Whipplewood Advisors's COLB Position: Q2 2026 in Review

Whipplewood Advisors sold out of Columbia Banking Systems (COLB) in Q2 2026, closing a stake of 12 shares — an estimated $329 sold.

Whipplewood Advisors first reported a position in COLB in Q4 2024 and held it in 4 quarters. The position peaked at $329 in Q1 2026. 551 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

  • Whipplewood Advisors reported no remaining Columbia Banking Systems position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 12 Columbia Banking Systems shares in Q2 2026, an estimated $329.
  • Whipplewood Advisors first reported a position in Columbia Banking Systems in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Columbia Banking Systems position peaked at $329 in Q1 2026.
  • 551 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.