Position in COLB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,560,250
+$851,656 QoQ
Shares Held
204,688
-1.6% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#108
of 550 holders
Holding Since
Mar 2021
15 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, 2026Allworth Financial LP holds $72,648,702 across 269 Banks - Regional names. COLB ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
229,948 | $11,456,009 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
29,556 | $7,277,278 | |
| 3 | TCBK |
Trico Bancshares /
|
129,979 | $6,999,369 | |
| 4 | COLB |
Columbia Banking System, Inc.
This page
|
204,688 | $6,560,250 | |
| 5 | USB |
US Bancorp De
|
107,349 | $6,483,879 | |
| 6 | MTB |
M&T Bank Corp
|
24,699 | $5,878,608 | |
| 7 | CBC |
Central Bancompany, Inc.
|
162,310 | $4,930,977 | |
| 8 | FITB |
Fifth Third Bancorp
|
32,846 | $1,851,529 |
All Filings in COLB
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,560,250 | 204,688 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,708,594 | 208,115 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,638,521 | 201,736 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,151,346 | 200,130 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $4,657,599 | 199,213 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $4,807,135 | 192,748 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,630,999 | 171,455 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $4,583,297 | 175,538 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $3,482,341 | 175,080 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $3,131,294 | 161,824 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $26,573 | 996 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $18,493 | 911 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $18,880 | 931 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $22,019 | 1,028 | Shares | Sole | 2023-04-18 | |
| 2021-03-31 | $110,094 | 2,555 | Shares | Sole | 2021-04-29 | |
| No filing history on record for this holder in this stock. | ||||||