Wipfli Financial Advisors’s Columbia Banking Systems COLB Stock Holding History

Wipfli Financial 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
2022 Q3	$40K	Buy	+1,390	New	+$41.9K	﹤0.01%	1206

Other funds holding COLB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Wipfli Financial Advisors's COLB Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Columbia Banking Systems (COLB) in Q3 2022: 1,390 shares worth $40K. The stake represents ﹤0.01% of the portfolio and ranks #1206 among its holdings.

249 funds tracked by Wall St. Rank hold COLB as of Q3 2022.

Wipfli Financial Advisors held 1,390 shares of Columbia Banking Systems worth $40K as of Q3 2022.
Columbia Banking Systems was a new Wipfli Financial Advisors position in Q3 2022.
Columbia Banking Systems made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1206 holding.
249 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.