Position in COLB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,708,594
+$70,073 QoQ
Shares Held
208,115
+3.2% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
14 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in COLB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Allworth Financial LP holds $68,849,562 across 281 Banks - Regional names. COLB ranks #5 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
55,192 | $11,484,903 | |
| 2 | TFC |
Truist Financial Corp
|
235,318 | $10,817,568 | |
| 3 | USB |
US Bancorp De
|
124,203 | $6,459,798 | |
| 4 | TCBK |
Trico Bancshares /
|
127,845 | $6,077,751 | |
| 5 | COLB |
Columbia Banking System, Inc.
This page
|
208,115 | $5,708,594 | |
| 6 | MTB |
M&T Bank Corp
|
26,401 | $5,457,614 | |
| 7 | CBC |
Central Bancompany, Inc.
|
162,250 | $3,885,887 | |
| 8 | FITB |
Fifth Third Bancorp
|
42,414 | $1,970,554 |
All Filings in COLB
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||