Position in COLB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,337,190
+$1,153,896 QoQ
Shares Held
166,527
+9.2% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#116
of 550 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in COLB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $1,303,104,266 across 175 Banks - Regional names. COLB ranks #31 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
968,289 | $238,412,117 | |
| 2 | TFC |
Truist Financial Corp
|
4,483,086 | $223,347,344 | |
| 3 | USB |
US Bancorp \De\
|
3,203,593 | $193,497,017 | |
| 4 | RF |
Regions Financial Corp
|
2,404,667 | $72,620,943 | |
| 5 | FITB |
Fifth Third Bancorp
|
824,462 | $46,474,922 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
504,589 | $35,356,551 | |
| 7 | MTB |
M&T Bank Corp
|
134,231 | $31,948,320 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
1,505,545 | $26,693,312 |
All Filings in COLB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,337,190 | 166,527 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,183,294 | 152,508 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,289,766 | 153,480 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,063,316 | 157,860 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,093,267 | 132,304 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,429,150 | 137,496 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,611,056 | 96,670 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,957,127 | 74,957 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,259,792 | 63,338 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,271,933 | 65,733 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,597,491 | 59,876 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $872,453 | 42,978 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $784,714 | 38,694 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $920,417 | 42,970 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $532,849 | 17,685 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $501,588 | 17,362 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $489,571 | 17,088 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $550,590 | 17,062 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $559,577 | 17,102 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $391,790 | 10,313 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $317,618 | 8,237 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $348,555 | 8,089 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $273,988 | 7,632 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||