Dakota Wealth Management
Position in COLB — Columbia Banking System, Inc.
CIK 1631353
PALM BEACH GARDENS, FL
Position in COLB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$674,812
+$67,073 QoQ
Shares Held
21,055
-5.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#276
of 550 holders
Holding Since
Mar 2024
10 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, 2026Dakota Wealth Management holds $16,391,645 across 15 Banks - Regional names. COLB ranks #7 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
56,256 | $3,941,857 | |
| 2 | TFC |
Truist Financial Corp
|
63,717 | $3,174,380 | |
| 3 | USB |
US Bancorp \De\
|
31,731 | $1,916,552 | |
| 4 | GBCI |
Glacier Bancorp, Inc.
|
32,070 | $1,654,170 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
3,551 | $874,327 | |
| 6 | EWBC |
East West Bancorp Inc
|
6,364 | $821,528 | |
| 7 | COLB |
Columbia Banking System, Inc.
This page
|
21,055 | $674,812 | |
| 8 | CBSH |
Commerce Bancshares Inc /Mo/
|
10,955 | $632,651 |
All Filings in COLB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $674,812 | 21,055 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $607,739 | 22,156 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $710,600 | 25,424 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $669,574 | 26,013 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $517,212 | 22,122 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $557,458 | 22,352 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $614,693 | 22,758 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $610,921 | 23,398 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $491,004 | 24,686 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $490,445 | 25,346 | Shares | Defined | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||