Planning Strategies Inc.’s Columbia Banking Systems COLB Stock Holding History

Planning Strategies Inc.’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	$641	Buy	+20	New	+$594	﹤0.01%	815

Other funds holding COLB

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Planning Strategies Inc.'s COLB Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Columbia Banking Systems (COLB) in Q2 2026: 20 shares worth $641. The stake represents ﹤0.01% of the portfolio and ranks #815 among its holdings.

164 funds tracked by Wall St. Rank hold COLB as of Q2 2026.

Planning Strategies Inc. held 20 shares of Columbia Banking Systems worth $641 as of Q2 2026.
Columbia Banking Systems was a new Planning Strategies Inc. position in Q2 2026.
Columbia Banking Systems made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #815 holding.
164 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.