COLDSTREAM CAPITAL MANAGEMENT INC
Position in COLB — Columbia Banking System, Inc.
CIK 1082339
BELLEVUE, WA
Position in COLB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$442,514
+$33,259 QoQ
Shares Held
13,807
-7.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#314
of 550 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in COLB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $43,367,068 across 51 Banks - Regional names. COLB ranks #30 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
93,828 | $5,667,210 | |
| 2 | RF |
Regions Financial Corp
|
116,229 | $3,510,115 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
11,317 | $2,786,470 | |
| 4 | OZK |
Bank OZK
|
42,346 | $2,205,803 | |
| 5 | CBSH |
Commerce Bancshares Inc /Mo/
|
37,693 | $2,176,770 | |
| 6 | FITB |
Fifth Third Bancorp
|
29,012 | $1,635,406 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
19,453 | $1,363,071 | |
| 8 | MTB |
M&T Bank Corp
|
5,123 | $1,219,324 |
All Filings in COLB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $442,514 | 13,807 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $409,255 | 14,920 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $461,007 | 16,494 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $425,096 | 16,515 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $278,315 | 11,904 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $322,948 | 12,949 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $368,551 | 13,645 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $353,738 | 13,548 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $263,124 | 13,229 | Shares | Sole | 2024-08-07 | |
| 2023-12-31 | $248,150 | 9,301 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $202,269 | 9,964 | Shares | Sole | 2023-11-02 | |
| 2023-03-31 | $227,651 | 10,628 | Shares | Sole | 2023-05-15 | |
| 2021-06-30 | $224,380 | 5,819 | Shares | Sole | 2021-08-16 | |
| 2020-03-31 | $426,334 | 15,908 | Shares | Sole | 2020-05-27 | |
| No filing history on record for this holder in this stock. | ||||||