WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in COLB — Columbia Banking System, Inc.
CIK 1632972
PLYMOUTH, MN
Position in COLB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,610,480
-$83,843 QoQ
Shares Held
50,249
-18.7% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#212
of 550 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in COLB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $416,678,715 across 152 Banks - Regional names. COLB ranks #48 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
291,021 | $71,655,190 | |
| 2 | USB |
US Bancorp \De\
|
582,496 | $35,182,758 | |
| 3 | TFC |
Truist Financial Corp
|
606,292 | $30,205,467 | |
| 4 | MTB |
M&T Bank Corp
|
84,778 | $20,178,011 | |
| 5 | BPOP |
Popular, Inc.
|
87,108 | $14,301,391 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
198,819 | $13,931,247 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
737,223 | $13,070,963 | |
| 8 | EWBC |
East West Bancorp Inc
|
82,955 | $10,708,660 |
All Filings in COLB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,610,480 | 50,249 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,694,323 | 61,769 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,980,453 | 70,857 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,740,178 | 67,606 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,059,721 | 45,326 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,021,342 | 40,952 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $1,010,770 | 38,712 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $704,344 | 35,412 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $729,127 | 37,681 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $883,908 | 33,130 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $605,914 | 29,848 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||