TD PRIVATE CLIENT WEALTH LLC
Position in COLB — Columbia Banking System, Inc.
CIK 1551017
NEW YORK, NY
Position in COLB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,798,141
+$987,868 QoQ
Shares Held
149,708
+7.8% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#125
of 550 holders
Holding Since
Mar 2020
18 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $31,114,851 across 57 Banks - Regional names. COLB ranks #3 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
132,350 | $7,993,940 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
21,716 | $5,346,913 | |
| 3 | COLB |
Columbia Banking System, Inc.
This page
|
149,708 | $4,798,141 | |
| 4 | RF |
Regions Financial Corp
|
110,972 | $3,351,354 | |
| 5 | TFC |
Truist Financial Corp
|
52,597 | $2,620,382 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
|
776 | $1,614,693 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
48,830 | $865,755 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
10,931 | $765,935 |
All Filings in COLB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,798,141 | 149,708 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $3,810,273 | 138,909 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $3,799,159 | 135,927 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $3,568,464 | 138,635 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $215,867 | 9,233 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $238,551 | 9,565 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $227,694 | 8,430 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $161,751 | 6,195 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $122,204 | 6,144 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $119,137 | 6,157 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $74,784 | 2,803 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $160,207 | 7,892 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $168,364 | 8,302 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $179,606 | 8,385 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $249,386 | 8,277 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $240,047 | 8,309 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $171,470 | 5,985 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $214 | 8 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||