Capital Analysts, LLC

Position in COLB — Columbia Banking System, Inc.

CIK 1624758 FORT WASHINGTON, PA

Position in COLB

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$7,339

+$1,058 QoQ

Shares Held

229

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#477

of 550 holders

Holding Since

Mar 2021

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Capital Analysts, LLC holds $4,560,966 across 17 Banks - Regional names. COLB ranks #14 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CFG	Citizens Financial Group Inc/Ri	46,156	$3,234,150
2	PNC	Pnc Financial Services Group, Inc.	1,279	$314,914
3	FITB	Fifth Third Bancorp	4,643	$261,725
4	TFC	Truist Financial Corp	4,483	$223,342
5	USB	US Bancorp \De\	2,244	$135,537
6	ASB	Associated Banc-Corp	2,836	$87,263
7	FRME	First Merchants Corp	1,800	$78,642
8	RF	Regions Financial Corp	2,569	$77,583

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,339	229	0.0%	Shares	Defined	2026-08-05
2026-03-31	$6,281	229	0.0%	Shares	Defined	2026-05-14
2025-12-31	$6,400	229	-41.7%	Shares	Defined	2026-05-15
2024-03-31	$7,604	393	-58.7%	Shares	Defined	2024-05-14
2023-12-31	$25,372	951	+1.5%	Shares	Defined	2024-01-30
2023-09-30	$19,021	937	+1.8%	Shares	Defined	2023-11-13
2023-06-30	$18,657	920	+1.5%	Shares	Defined	2023-08-11
2023-03-31	$19,406	906	+70.0%	Shares	Defined	2023-05-05
2022-12-31	$16,059	533	+0.9%	Shares	Defined	2023-02-08
2022-09-30	$15,253	528	+1.0%	Shares	Defined	2022-11-14
2022-06-30	$14,983	523	+1.0%	Shares	Defined	2022-08-12
2022-03-31	$16,715	518	+0.8%	Shares	Defined	2022-05-12
2021-12-31	$16,818	514	+1.0%	Shares	Defined	2022-02-10
2021-09-30	$19,336	509	+0.8%	Shares	Defined	2021-11-04
2021-06-30	$19,472	505	+0.6%	Shares	Defined	2021-11-15
2021-03-31	$21,631	502	—	Shares	Defined	2021-05-17
No filing history on record for this holder in this stock.