Essex Financial Services, Inc.

Position in COLB — Columbia Banking System, Inc.

CIK 1315785 ESSEX, CT

Position in COLB

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$692,472

+$77,464 QoQ

Shares Held

21,606

-3.6% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#271

of 550 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Essex Financial Services, Inc. holds $16,077,002 across 14 Banks - Regional names. COLB ranks #9 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FULT	Fulton Financial Corp	167,942	$4,062,516
2	PNC	Pnc Financial Services Group, Inc.	10,211	$2,514,152
3	MTB	M&T Bank Corp	6,263	$1,490,656
4	WBS	Webster Financial Corp	17,900	$1,367,918
5	EBC	Eastern Bankshares, Inc.	58,604	$1,303,352
6	DB	Deutsche Bank Aktiengesellschaft	34,246	$1,156,144
7	TFC	Truist Financial Corp	17,395	$866,618
8	KEY	Keycorp /New/	32,664	$752,905

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$692,472	21,606	-3.6%	Shares	Defined	2026-08-10
2026-03-31	$615,008	22,421	-3.5%	Shares	Defined	2026-04-24
2025-12-31	$649,194	23,227	-2.9%	Shares	Defined	2026-02-10
2025-09-30	$615,932	23,929	+7.5%	Shares	Defined	2025-11-07
2025-06-30	$520,508	22,263	-2.6%	Shares	Defined	2025-07-16
2025-03-31	$570,178	22,862	-3.6%	Shares	Defined	2025-04-25
2024-12-31	$640,272	23,705	-1.2%	Shares	Defined	2025-01-29
2024-09-30	$626,170	23,982	-2.3%	Shares	Defined	2024-10-24
2024-06-30	$488,100	24,540	+25.3%	Shares	Defined	2024-08-09
2024-03-31	$378,873	19,580	+3.8%	Shares	Sole	2024-04-24
2023-12-31	$503,051	18,855	+9.2%	Shares	Sole	2024-02-06
2023-09-30	$350,581	17,270	+6.5%	Shares	Sole	2023-11-15
2023-06-30	$328,840	16,215	-11.5%	Shares	Sole	2023-08-09
2023-03-31	$392,585	18,328	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.