Position in COLB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$274,668
+$39,621 QoQ
Shares Held
8,570
+0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#370
of 550 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COLB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BSW Wealth Partners holds $7,701,840 across 14 Banks - Regional names. COLB ranks #11 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CIB |
Grupo Cibest S.A.
|
12,304 | $977,306 | |
| 2 | IBN |
Icici Bank Ltd
|
33,533 | $973,462 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
3,542 | $872,111 | |
| 4 | KB |
KB Financial Group Inc.
|
8,265 | $867,494 | |
| 5 | USB |
US Bancorp De
|
13,465 | $813,286 | |
| 6 | WF |
Woori Financial Group Inc.
|
11,640 | $668,136 | |
| 7 | TFC |
Truist Financial Corp
|
11,011 | $548,568 | |
| 8 | FNB |
Fnb Corp/Pa/
|
20,165 | $384,748 |
All Filings in COLB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,668 | 8,570 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $235,047 | 8,569 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $239,475 | 8,568 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $220,514 | 8,567 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $200,273 | 8,566 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $214,558 | 8,603 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $229,287 | 8,489 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $221,647 | 8,489 | Shares | Sole | 2024-10-29 | |
| 2023-12-31 | $226,486 | 8,489 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $235,703 | 11,611 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $235,471 | 11,611 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $248,707 | 11,611 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $349,839 | 11,611 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $335,441 | 11,611 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $332,655 | 11,611 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $374,686 | 11,611 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $379,911 | 11,611 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $441,101 | 11,611 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $447,720 | 11,611 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $500,317 | 11,611 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $416,834 | 11,611 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $276,922 | 11,611 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $329,171 | 11,611 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $311,174 | 11,611 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||